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 | $14,124 | $42,894-67.1% | $60,874-76.8% | $68,494-79.4% |
| Participation rate | 98.9% | 66.8%+32.1pp | 73.1%+25.8pp | 67.9%+31.0pp |
| Annual return | -11.92% | -13.98%+2.1pp | 16.90%-28.8pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,872 | $2,867+0.2% | $3,817-24.7% | $4,027-28.7% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |