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 | $29,301 | $58,083-49.6% | $80,019-63.4% | $56,287-47.9% |
| Participation rate | 98.5% | 73.6%+24.9pp | 75.8%+22.6pp | 69.9%+28.6pp |
| Annual return | -3.36% | 34.61%-38.0pp | 11.22%-14.6pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,819 | $1,932-5.8% | $2,468-26.3% | $2,111-13.8% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |