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 9-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 | $13,157 | $73,867-82.2% | $143,757-90.8% | $68,494-80.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.43% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,809 | $3,184-43.2% | $4,951-63.5% | $2,596-30.3% |
| Participant deferral / active EE | $2,032 | $3,384-40.0% | $5,637-64.0% | $4,027-49.6% |
| Admin fee / account holder | $9 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |