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 | $56,105 | $86,655-35.3% | $119,609-53.1% | $66,914-16.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.46% | -8.00%-9.5pp | -14.97%-2.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,358 | $2,536+32.4% | $4,232-20.7% | $2,544+32.0% |
| Participant deferral / active EE | $2,531 | $4,358-41.9% | $5,602-54.8% | $4,237-40.3% |
| Admin fee / account holder | $5 | $755-99.3% | $10,323-100.0% | $593-99.2% |