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 | $46,287 | $55,449-16.5% | $83,848-44.8% | $56,287-17.8% |
| Participation rate | 86.4% | 68.0%+18.4pp | 76.1%+10.2pp | 69.9%+16.5pp |
| Annual return | -4.32% | -1.38%-2.9pp | 850.88%-855.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,813 | $2,430-25.4% | $3,631-50.1% | $2,111-14.1% |
| Participant deferral / active EE | $2,650 | $2,935-9.7% | $4,082-35.1% | $3,350-20.9% |
| Admin fee / account holder | $14 | $656-97.9% | $5,478-99.7% | $521-97.4% |