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 | $58,108 | $65,435-11.2% | $86,677-33.0% | $66,914-13.2% |
| Participation rate | 83.2% | 75.5%+7.8pp | 76.6%+6.7pp | 69.8%+13.4pp |
| Annual return | -15.18% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,995 | $2,153-7.3% | $2,836-29.7% | $2,544-21.6% |
| Participant deferral / active EE | $3,454 | $4,100-15.8% | $4,656-25.8% | $4,237-18.5% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |