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 | $27,849 | $73,102-61.9% | $123,544-77.5% | $56,287-50.5% |
| Participation rate | 87.3% | 74.3%+13.0pp | 82.3%+5.0pp | 69.9%+17.4pp |
| Annual return | -1.48% | 3.01%-4.5pp | 119.20%-120.7pp | -9.96%+8.5pp |
| Employer contribution / active EE | $3,155 | $2,977+6.0% | $4,628-31.8% | $2,111+49.5% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |