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 | $36,838 | $59,805-38.4% | $79,550-53.7% | $68,494-46.2% |
| Participation rate | 97.8% | 61.1%+36.7pp | 69.5%+28.3pp | 67.9%+29.9pp |
| Annual return | 0.22% | -12.30%+12.5pp | 0.16%+0.1pp | -7.84%+8.1pp |
| Employer contribution / active EE | $2,778 | $1,505+84.6% | $2,413+15.1% | $2,596+7.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |