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 | $11,364 | $45,863-75.2% | $77,024-85.2% | $68,494-83.4% |
| Participation rate | 89.5% | 55.9%+33.6pp | 67.9%+21.6pp | 67.9%+21.6pp |
| Annual return | -16.87% | 1.72%-18.6pp | 42.32%-59.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,048 | $1,650+24.2% | $2,812-27.2% | $2,596-21.1% |
| Participant deferral / active EE | $2,714 | $2,962-8.4% | $4,426-38.7% | $4,027-32.6% |
| Admin fee / account holder | $27 | $3,041-99.1% | $5,425-99.5% | $5,403-99.5% |