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 | $68,218 | $72,607-6.0% | $90,749-24.8% | $66,914+1.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -14.06% | -12.28%-1.8pp | -12.16%-1.9pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,768 | $2,369+16.9% | $2,921-5.2% | $2,544+8.8% |
| Participant deferral / active EE | $4,709 | $3,977+18.4% | $4,564+3.2% | $4,237+11.2% |
| Admin fee / account holder | $172 | $707-75.7% | $8,445-98.0% | $593-71.0% |