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 | $30,189 | $38,595-21.8% | $80,004-62.3% | $52,331-42.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 73.0%+27.0pp | 68.1%+31.9pp |
| Annual return | -1.06% | 2.04%-3.1pp | 7.63%-8.7pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,788 | $1,133+234.3% | $2,473+53.2% | $1,882+101.3% |
| Participant deferral / active EE | $0 | $2,318-100.0% | $3,204-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $304-100.0% | $5,033-100.0% | $592-100.0% |