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 | $80,231 | $110,094-27.1% | $151,611-47.1% | $68,494+17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 0.54% | -10.12%+10.7pp | 3.33%-2.8pp | -7.84%+8.4pp |
| Employer contribution / active EE | $3,974 | $4,471-11.1% | $6,166-35.6% | $2,596+53.1% |
| Participant deferral / active EE | $3,159 | $6,527-51.6% | $8,363-62.2% | $4,027-21.6% |
| Admin fee / account holder | $29 | $7,719-99.6% | $11,616-99.8% | $5,403-99.5% |