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 | $34,508 | $65,435-47.3% | $86,677-60.2% | $66,914-48.4% |
| Participation rate | 97.0% | 75.5%+21.5pp | 76.6%+20.4pp | 69.8%+27.2pp |
| Annual return | -17.71% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,224 | $2,153-43.2% | $2,836-56.9% | $2,544-51.9% |
| Participant deferral / active EE | $2,674 | $4,100-34.8% | $4,656-42.6% | $4,237-36.9% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |