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 | $55,657 | $42,894+29.8% | $60,874-8.6% | $68,494-18.7% |
| Participation rate | 78.2% | 66.8%+11.4pp | 73.1%+5.1pp | 67.9%+10.3pp |
| Annual return | -11.82% | -13.98%+2.2pp | 16.90%-28.7pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,018 | $1,978+2.0% | $2,701-25.3% | $2,596-22.3% |
| Participant deferral / active EE | $2,785 | $2,867-2.9% | $3,817-27.0% | $4,027-30.8% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |