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 | $31,456 | $42,894-26.7% | $60,874-48.3% | $68,494-54.1% |
| Participation rate | 76.5% | 66.8%+9.8pp | 73.1%+3.4pp | 67.9%+8.7pp |
| Annual return | -9.74% | -13.98%+4.2pp | 16.90%-26.6pp | -7.84%-1.9pp |
| Employer contribution / active EE | $1,681 | $1,978-15.0% | $2,701-37.8% | $2,596-35.2% |
| Participant deferral / active EE | $2,136 | $2,867-25.5% | $3,817-44.0% | $4,027-47.0% |
| Admin fee / account holder | $2 | $3,101-99.9% | $3,224-99.9% | $5,403-100.0% |