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 | $21,221 | $34,242-38.0% | $76,523-72.3% | $75,289-71.8% |
| Participation rate | 99.9% | 43.9%+56.0pp | 68.0%+31.9pp | 72.4%+27.5pp |
| Annual return | -5.27% | -0.98%-4.3pp | -0.27%-5.0pp | -0.04%-5.2pp |
| Employer contribution / active EE | $6,469 | $975+563.6% | $2,647+144.4% | $2,405+169.0% |
| Participant deferral / active EE | $945 | $1,872-49.6% | $3,835-75.4% | $3,739-74.7% |
| Admin fee / account holder | $5 | $112-95.8% | $4,848-99.9% | $102-95.4% |