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 | $29,390 | $73,867-60.2% | $143,757-79.6% | $68,494-57.1% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -10.14% | 1.01%-11.2pp | -0.04%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,905 | $3,184-40.2% | $4,951-61.5% | $2,596-26.6% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |