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 | $53,015 | $59,805-11.4% | $79,550-33.4% | $68,494-22.6% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.5%+26.5pp | 67.9%+28.1pp |
| Annual return | -14.42% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,792 | $1,505+85.5% | $2,413+15.7% | $2,596+7.6% |
| Participant deferral / active EE | $3,897 | $3,024+28.9% | $3,985-2.2% | $4,027-3.2% |
| Admin fee / account holder | $74 | $4,835-98.5% | $6,832-98.9% | $5,403-98.6% |