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 | $43,133 | $42,548+1.4% | $74,550-42.1% | $56,287-23.4% |
| Participation rate | 99.3% | 60.5%+38.8pp | 69.1%+30.1pp | 69.9%+29.4pp |
| Annual return | -2.42% | 12.40%-14.8pp | 32.53%-34.9pp | -9.96%+7.5pp |
| Employer contribution / active EE | $5,218 | $855+510.2% | $1,961+166.1% | $2,111+147.2% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-99.9% | $5,060-100.0% | $521-99.9% |