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 | $43,100 | $54,229-20.5% | $70,092-38.5% | $68,494-37.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -12.74% | -13.87%+1.1pp | 190.73%-203.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $5,024 | $2,018+148.9% | $2,559+96.3% | $2,596+93.5% |
| Participant deferral / active EE | $2,236 | $2,956-24.4% | $3,849-41.9% | $4,027-44.5% |
| Admin fee / account holder | $109 | $4,694-97.7% | $6,267-98.3% | $5,403-98.0% |