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 5-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 | $30,979 | $56,503-45.2% | $70,092-55.8% | $64,808-52.2% |
| Participation rate | 87.7% | 70.5%+17.2pp | 70.5%+17.2pp | 71.5%+16.3pp |
| Annual return | 0.00% | -13.44%+13.4pp | 190.73%-190.7pp | 32.82%-32.8pp |
| Employer contribution / active EE | $8,761 | $2,046+328.1% | $2,559+242.4% | $2,506+249.6% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,267-100.0% | $188-100.0% |