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 | $31,269 | $54,229-42.3% | $70,092-55.4% | $68,494-54.3% |
| Participation rate | 97.8% | 64.5%+33.3pp | 70.5%+27.3pp | 67.9%+29.9pp |
| Annual return | -16.39% | -13.87%-2.5pp | 190.73%-207.1pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,094 | $2,018+3.7% | $2,559-18.2% | $2,596-19.4% |
| Participant deferral / active EE | $6,011 | $2,956+103.4% | $3,849+56.2% | $4,027+49.3% |
| Admin fee / account holder | $44 | $4,694-99.1% | $6,267-99.3% | $5,403-99.2% |