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 | $45,520 | $106,236-57.2% | $112,228-59.4% | $64,808-29.8% |
| Participation rate | 88.1% | 71.7%+16.4pp | 75.1%+13.0pp | 71.5%+16.6pp |
| Annual return | -12.58% | -6.02%-6.6pp | 27.45%-40.0pp | 32.82%-45.4pp |
| Employer contribution / active EE | $2,387 | $3,166-24.6% | $3,635-34.3% | $2,506-4.7% |
| Participant deferral / active EE | $4,243 | $3,785+12.1% | $4,728-10.3% | $4,310-1.6% |
| Admin fee / account holder | $34 | $452-92.5% | $6,410-99.5% | $188-82.0% |