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 | $67,463 | $81,900-17.6% | $119,609-43.6% | $68,494-1.5% |
| Participation rate | 76.6% | 71.9%+4.7pp | 79.3%-2.7pp | 67.9%+8.7pp |
| Annual return | -12.10% | -23.82%+11.7pp | -14.97%+2.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,082 | $2,693-22.7% | $4,232-50.8% | $2,596-19.8% |
| Participant deferral / active EE | $4,694 | $4,148+13.2% | $5,602-16.2% | $4,027+16.6% |
| Admin fee / account holder | $34 | $6,582-99.5% | $10,323-99.7% | $5,403-99.4% |