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 | $63,953 | $102,553-37.6% | $151,611-57.8% | $66,914-4.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.17% | -10.82%-3.3pp | 3.33%-17.5pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,164 | $4,180-24.3% | $6,166-48.7% | $2,544+24.4% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |