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 | $19,064 | $65,061-70.7% | $143,757-86.7% | $66,914-71.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.93% | -11.14%-2.8pp | -0.04%-13.9pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,227 | $2,361-5.7% | $4,951-55.0% | $2,544-12.5% |
| Participant deferral / active EE | $2,199 | $2,919-24.7% | $5,637-61.0% | $4,237-48.1% |
| Admin fee / account holder | $5 | $502-98.9% | $14,673-100.0% | $593-99.1% |