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 | $29,369 | $42,894-31.5% | $60,874-51.8% | $68,494-57.1% |
| Participation rate | 92.8% | 66.8%+26.0pp | 73.1%+19.6pp | 67.9%+24.9pp |
| Annual return | 2.39% | -13.98%+16.4pp | 16.90%-14.5pp | -7.84%+10.2pp |
| Employer contribution / active EE | $626 | $1,978-68.3% | $2,701-76.8% | $2,596-75.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |