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 | $19,084 | $42,548-55.1% | $74,550-74.4% | $56,287-66.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 5.27% | 12.40%-7.1pp | 32.53%-27.3pp | -9.96%+15.2pp |
| Employer contribution / active EE | $1,026 | $855+19.9% | $1,961-47.7% | $2,111-51.4% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $18 | $467-96.1% | $5,060-99.6% | $521-96.5% |