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 | $29,749 | $65,435-54.5% | $86,677-65.7% | $66,914-55.5% |
| Participation rate | 90.2% | 75.5%+14.7pp | 76.6%+13.6pp | 69.8%+20.4pp |
| Annual return | -15.97% | -10.89%-5.1pp | 35.91%-51.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,627 | $2,153-24.4% | $2,836-42.6% | $2,544-36.0% |
| Participant deferral / active EE | $2,498 | $4,100-39.1% | $4,656-46.3% | $4,237-41.0% |
| Admin fee / account holder | $215 | $642-66.5% | $7,493-97.1% | $593-63.8% |