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 | $26,222 | $72,607-63.9% | $90,749-71.1% | $66,914-60.8% |
| Participation rate | 98.8% | 73.7%+25.1pp | 75.7%+23.1pp | 69.8%+29.0pp |
| Annual return | -12.52% | -12.28%-0.2pp | -12.16%-0.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $4,623 | $2,369+95.2% | $2,921+58.3% | $2,544+81.7% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |