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 | $28,382 | $65,435-56.6% | $86,677-67.3% | $66,914-57.6% |
| Participation rate | 90.8% | 75.5%+15.4pp | 76.6%+14.3pp | 69.8%+21.0pp |
| Annual return | -9.10% | -10.89%+1.8pp | 35.91%-45.0pp | 1.58%-10.7pp |
| Employer contribution / active EE | $2,066 | $2,153-4.0% | $2,836-27.1% | $2,544-18.8% |
| Participant deferral / active EE | $4,192 | $4,100+2.2% | $4,656-10.0% | $4,237-1.1% |
| Admin fee / account holder | $20 | $642-96.9% | $7,493-99.7% | $593-96.7% |