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 | $43,239 | $79,523-45.6% | $140,016-69.1% | $56,287-23.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -1.55% | 2.39%-3.9pp | 651.12%-652.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $3,509 | $3,350+4.7% | $5,606-37.4% | $2,111+66.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $18 | $614-97.0% | $10,705-99.8% | $521-96.5% |