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 | $38,720 | $73,004-47.0% | $90,749-57.3% | $68,494-43.5% |
| Participation rate | 91.8% | 70.8%+20.9pp | 75.7%+16.1pp | 67.9%+23.9pp |
| Annual return | -11.34% | -13.81%+2.5pp | -12.16%+0.8pp | -7.84%-3.5pp |
| Employer contribution / active EE | $946 | $2,193-56.8% | $2,921-67.6% | $2,596-63.5% |
| Participant deferral / active EE | $2,917 | $3,627-19.6% | $4,564-36.1% | $4,027-27.6% |
| Admin fee / account holder | $49 | $5,896-99.2% | $8,445-99.4% | $5,403-99.1% |