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 | $21,090 | $69,763-69.8% | $67,502-68.8% | $74,495-71.7% |
| Participation rate | 71.6% | 71.4%+0.2pp | 72.9%-1.3pp | 67.2%+4.4pp |
| Annual return | 14.31% | -40.34%+54.7pp | 3512.12%-3497.8pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,950 | $2,704-27.9% | $2,731-28.6% | $2,623-25.7% |
| Participant deferral / active EE | $2,134 | $3,636-41.3% | $4,000-46.6% | $4,346-50.9% |
| Admin fee / account holder | $13 | $896-98.6% | $3,998-99.7% | $1,942-99.3% |