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 | $10,947 | $26,549-58.8% | $61,373-82.2% | $66,914-83.6% |
| Participation rate | 89.6% | 38.1%+51.5pp | 52.6%+37.0pp | 69.8%+19.8pp |
| Annual return | -19.34% | -16.21%-3.1pp | 338.61%-358.0pp | 1.58%-20.9pp |
| Employer contribution / active EE | $905 | $651+38.9% | $1,159-21.9% | $2,544-64.4% |
| Participant deferral / active EE | $2,065 | $1,338+54.4% | $2,125-2.8% | $4,237-51.2% |
| Admin fee / account holder | $106 | $409-74.0% | $2,130-95.0% | $593-82.1% |