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 | $21,049 | $64,707-67.5% | $112,228-81.2% | $68,494-69.3% |
| Participation rate | 97.1% | 67.2%+30.0pp | 75.1%+22.1pp | 67.9%+29.3pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,298 | $2,746-52.7% | $3,635-64.3% | $2,596-50.0% |
| Participant deferral / active EE | $2,176 | $3,565-39.0% | $4,728-54.0% | $4,027-46.0% |
| Admin fee / account holder | $36 | $5,232-99.3% | $6,410-99.4% | $5,403-99.3% |