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 | $64,296 | $65,061-1.2% | $143,757-55.3% | $66,914-3.9% |
| Participation rate | 80.5% | 65.2%+15.3pp | 80.3%+0.2pp | 69.8%+10.7pp |
| Annual return | -7.98% | -11.14%+3.2pp | -0.04%-7.9pp | 1.58%-9.6pp |
| Employer contribution / active EE | $1,631 | $2,361-30.9% | $4,951-67.1% | $2,544-35.9% |
| Participant deferral / active EE | $3,687 | $2,919+26.3% | $5,637-34.6% | $4,237-13.0% |
| Admin fee / account holder | $15 | $502-97.1% | $14,673-99.9% | $593-97.5% |