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 | $51,501 | $60,989-15.6% | $60,874-15.4% | $66,914-23.0% |
| Participation rate | 89.7% | 74.5%+15.3pp | 73.1%+16.6pp | 69.8%+19.9pp |
| Annual return | -12.05% | -9.60%-2.4pp | 16.90%-28.9pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,326 | $2,661-12.6% | $2,701-13.9% | $2,544-8.6% |
| Participant deferral / active EE | $2,080 | $3,615-42.4% | $3,817-45.5% | $4,237-50.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |