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 5-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 | $52,357 | $81,900-36.1% | $119,609-56.2% | $68,494-23.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 1.03% | -23.82%+24.9pp | -14.97%+16.0pp | -7.84%+8.9pp |
| Employer contribution / active EE | $1,603 | $2,693-40.5% | $4,232-62.1% | $2,596-38.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9 | $6,582-99.9% | $10,323-99.9% | $5,403-99.8% |