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 | $36,844 | $46,292-20.4% | $143,757-74.4% | $64,808-43.1% |
| Participation rate | 94.4% | 64.2%+30.2pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -16.98% | -10.05%-6.9pp | -0.04%-16.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,237 | $1,910-35.2% | $4,951-75.0% | $2,506-50.6% |
| Participant deferral / active EE | $3,428 | $2,646+29.6% | $5,637-39.2% | $4,310-20.5% |
| Admin fee / account holder | $15 | $154-90.3% | $14,673-99.9% | $188-92.1% |