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 | $44,850 | $72,607-38.2% | $90,749-50.6% | $66,914-33.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -15.23% | -12.28%-2.9pp | -12.16%-3.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,427 | $2,369+2.5% | $2,921-16.9% | $2,544-4.6% |
| Participant deferral / active EE | $4,973 | $3,977+25.0% | $4,564+9.0% | $4,237+17.4% |
| Admin fee / account holder | $16 | $707-97.8% | $8,445-99.8% | $593-97.4% |