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 | $111,037 | $44,873+147.4% | $79,464+39.7% | $56,287+97.3% |
| Participation rate | 74.5% | 68.7%+5.8pp | 73.3%+1.2pp | 69.9%+4.7pp |
| Annual return | -4.54% | 0.81%-5.4pp | 718.14%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,149 | $2,140+0.4% | $2,800-23.2% | $2,111+1.8% |
| Participant deferral / active EE | $3,462 | $2,746+26.1% | $3,704-6.5% | $3,350+3.4% |
| Admin fee / account holder | -$40 | $418-109.5% | $5,113-100.8% | $521-107.6% |