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 | $30,817 | $63,442-51.4% | $68,791-55.2% | $66,914-53.9% |
| Participation rate | 94.7% | 60.0%+34.8pp | 69.0%+25.7pp | 69.8%+24.9pp |
| Annual return | -6.32% | -8.29%+2.0pp | -6.38%+0.1pp | 1.58%-7.9pp |
| Employer contribution / active EE | $15,975 | $1,775+800.1% | $2,655+501.7% | $2,544+527.9% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |