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 | $55,173 | $102,553-46.2% | $151,611-63.6% | $66,914-17.5% |
| Participation rate | 86.5% | 85.5%+1.0pp | 87.5%-1.0pp | 69.8%+16.7pp |
| Annual return | -16.97% | -10.82%-6.1pp | 3.33%-20.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $0 | $4,180-100.0% | $6,166-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,932 | $6,641-25.7% | $8,363-41.0% | $4,237+16.4% |
| Admin fee / account holder | $2 | $630-99.6% | $11,616-100.0% | $593-99.6% |