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 | $83,533 | $102,553-18.5% | $151,611-44.9% | $66,914+24.8% |
| Participation rate | 89.6% | 85.5%+4.1pp | 87.5%+2.1pp | 69.8%+19.8pp |
| Annual return | -13.22% | -10.82%-2.4pp | 3.33%-16.5pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,155 | $4,180-48.4% | $6,166-65.0% | $2,544-15.3% |
| Participant deferral / active EE | $3,917 | $6,641-41.0% | $8,363-53.2% | $4,237-7.6% |
| Admin fee / account holder | $101 | $630-84.0% | $11,616-99.1% | $593-83.0% |