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 | $106,766 | $79,523+34.3% | $140,016-23.7% | $56,287+89.7% |
| Participation rate | 92.2% | 85.7%+6.5pp | 87.5%+4.7pp | 69.9%+22.3pp |
| Annual return | -3.39% | 2.39%-5.8pp | 651.12%-654.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,804 | $3,350-46.1% | $5,606-67.8% | $2,111-14.5% |
| Participant deferral / active EE | $2,954 | $5,129-42.4% | $6,927-57.4% | $3,350-11.8% |
| Admin fee / account holder | $32 | $614-94.8% | $10,705-99.7% | $521-93.9% |