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 | $65,833 | $84,487-22.1% | $125,339-47.5% | $66,914-1.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.68% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,671 | $3,553-53.0% | $4,814-65.3% | $2,544-34.3% |
| Participant deferral / active EE | $6,335 | $6,781-6.6% | $7,446-14.9% | $4,237+49.5% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |