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 | $63,072 | $72,607-13.1% | $90,749-30.5% | $66,914-5.7% |
| Participation rate | 71.2% | 73.7%-2.5pp | 75.7%-4.5pp | 69.8%+1.4pp |
| Annual return | -16.51% | -12.28%-4.2pp | -12.16%-4.3pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,814 | $2,369-23.4% | $2,921-37.9% | $2,544-28.7% |
| Participant deferral / active EE | $4,556 | $3,977+14.5% | $4,564-0.2% | $4,237+7.5% |
| Admin fee / account holder | $5 | $707-99.4% | $8,445-99.9% | $593-99.2% |