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 | $45,669 | $73,004-37.4% | $90,749-49.7% | $68,494-33.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 2.49% | -13.81%+16.3pp | -12.16%+14.7pp | -7.84%+10.3pp |
| Employer contribution / active EE | $4,490 | $2,193+104.7% | $2,921+53.7% | $2,596+72.9% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3 | $5,896-99.9% | $8,445-100.0% | $5,403-99.9% |