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 8-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 | $21,017 | $65,061-67.7% | $143,757-85.4% | $66,914-68.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -7.12% | -11.14%+4.0pp | -0.04%-7.1pp | 1.58%-8.7pp |
| Employer contribution / active EE | $600 | $2,361-74.6% | $4,951-87.9% | $2,544-76.4% |
| Participant deferral / active EE | $1,635 | $2,919-44.0% | $5,637-71.0% | $4,237-61.4% |
| Admin fee / account holder | $8 | $502-98.4% | $14,673-99.9% | $593-98.7% |