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 7-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 | $36,461 | $86,655-57.9% | $119,609-69.5% | $66,914-45.5% |
| Participation rate | 98.6% | 75.6%+23.0pp | 79.3%+19.3pp | 69.8%+28.8pp |
| Annual return | -0.76% | -8.00%+7.2pp | -14.97%+14.2pp | 1.58%-2.3pp |
| Employer contribution / active EE | $4,928 | $2,536+94.3% | $4,232+16.5% | $2,544+93.7% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $6 | $755-99.2% | $10,323-99.9% | $593-98.9% |