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 | $36,858 | $72,607-49.2% | $90,749-59.4% | $66,914-44.9% |
| Participation rate | 99.2% | 73.7%+25.6pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | 9.61% | -12.28%+21.9pp | -12.16%+21.8pp | 1.58%+8.0pp |
| Employer contribution / active EE | $1,475 | $2,369-37.7% | $2,921-49.5% | $2,544-42.0% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-99.9% |