See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,555 | $41,854+157.0% | $73,843+45.7% | $52,331+105.5% |
| Participation rate | 73.5% | 66.2%+7.3pp | 73.4%+0.1pp | 68.1%+5.4pp |
| Annual return | -0.75% | 2.11%-2.9pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,960 | $1,920+2.1% | $2,787-29.7% | $1,882+4.1% |
| Participant deferral / active EE | $3,253 | $2,498+30.2% | $3,583-9.2% | $3,022+7.7% |
| Admin fee / account holder | $12 | $493-97.6% | $4,880-99.8% | $592-98.0% |