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 5-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 | $27,071 | $84,487-68.0% | $125,339-78.4% | $66,914-59.5% |
| Participation rate | 88.5% | 76.4%+12.1pp | 82.4%+6.1pp | 69.8%+18.7pp |
| Annual return | -10.44% | -8.39%-2.0pp | 572.05%-582.5pp | 1.58%-12.0pp |
| Employer contribution / active EE | $4,323 | $3,553+21.7% | $4,814-10.2% | $2,544+69.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $685-99.4% | $10,010-100.0% | $593-99.3% |