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 | $13,681 | $25,979-47.3% | $71,735-80.9% | $68,494-80.0% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -6.48% | -15.10%+8.6pp | 9.14%-15.6pp | -7.84%+1.4pp |
| Employer contribution / active EE | $7,054 | $900+683.4% | $1,704+314.0% | $2,596+171.7% |
| Participant deferral / active EE | $0 | $1,522-100.0% | $2,658-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $2,022-100.0% | $3,974-100.0% | $5,403-100.0% |