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 | $42,487 | $46,360-8.4% | $147,614-71.2% | $52,331-18.8% |
| Participation rate | 99.1% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+31.0pp |
| Annual return | -1.68% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $2,103 | $2,126-1.1% | $5,564-62.2% | $1,882+11.8% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $16 | $766-98.0% | $11,611-99.9% | $592-97.4% |