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 | $27,460 | $69,763-60.6% | $67,502-59.3% | $74,495-63.1% |
| Participation rate | 80.7% | 71.4%+9.4pp | 72.9%+7.9pp | 67.2%+13.5pp |
| Annual return | 12.75% | -40.34%+53.1pp | 3512.12%-3499.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,708 | $2,704-36.8% | $2,731-37.5% | $2,623-34.9% |
| Participant deferral / active EE | $2,652 | $3,636-27.1% | $4,000-33.7% | $4,346-39.0% |
| Admin fee / account holder | $11 | $896-98.8% | $3,998-99.7% | $1,942-99.4% |