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 | $43,862 | $65,435-33.0% | $86,677-49.4% | $66,914-34.5% |
| Participation rate | 88.2% | 75.5%+12.7pp | 76.6%+11.6pp | 69.8%+18.4pp |
| Annual return | -11.99% | -10.89%-1.1pp | 35.91%-47.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $3,487 | $2,153+61.9% | $2,836+22.9% | $2,544+37.0% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-99.9% | $7,493-100.0% | $593-99.9% |