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 | $39,909 | $130,141-69.3% | $86,677-54.0% | $77,904-48.8% |
| Participation rate | 86.8% | 85.9%+0.8pp | 76.6%+10.2pp | 73.7%+13.1pp |
| Annual return | -5.96% | -12.75%+6.8pp | 35.91%-41.9pp | 12.21%-18.2pp |
| Employer contribution / active EE | $1,584 | $3,220-50.8% | $2,836-44.1% | $2,848-44.4% |
| Participant deferral / active EE | $3,533 | $5,757-38.6% | $4,656-24.1% | $4,806-26.5% |
| Admin fee / account holder | $133 | $132+1.3% | $7,493-98.2% | $133+0.7% |