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 | $47,199 | $72,254-34.7% | $86,677-45.5% | $64,808-27.2% |
| Participation rate | 97.7% | 80.4%+17.3pp | 76.6%+21.1pp | 71.5%+26.2pp |
| Annual return | -14.83% | 392.42%-407.3pp | 35.91%-50.7pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,979 | $2,393+24.5% | $2,836+5.0% | $2,506+18.9% |
| Participant deferral / active EE | $3,599 | $4,658-22.7% | $4,656-22.7% | $4,310-16.5% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |