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 3-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 | $15,221 | $63,442-76.0% | $68,791-77.9% | $66,914-77.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -16.84% | -8.29%-8.6pp | -6.38%-10.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $591 | $1,775-66.7% | $2,655-77.8% | $2,544-76.8% |
| Participant deferral / active EE | $1,195 | $2,945-59.4% | $3,941-69.7% | $4,237-71.8% |
| Admin fee / account holder | $140 | $577-75.8% | $4,932-97.2% | $593-76.4% |