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 | $33,411 | $82,202-59.4% | $125,339-73.3% | $64,808-48.4% |
| Participation rate | 93.1% | 77.9%+15.2pp | 82.4%+10.7pp | 71.5%+21.6pp |
| Annual return | -17.51% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,073 | $3,615-70.3% | $4,814-77.7% | $2,506-57.2% |
| Participant deferral / active EE | $3,723 | $7,175-48.1% | $7,446-50.0% | $4,310-13.6% |
| Admin fee / account holder | $88 | $163-46.0% | $10,010-99.1% | $188-53.1% |