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 | $71,600 | $84,487-15.3% | $125,339-42.9% | $66,914+7.0% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.1pp | 69.8%+20.7pp |
| Annual return | -16.77% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,811 | $3,553-49.0% | $4,814-62.4% | $2,544-28.8% |
| Participant deferral / active EE | $6,869 | $6,781+1.3% | $7,446-7.8% | $4,237+62.1% |
| Admin fee / account holder | $12 | $685-98.3% | $10,010-99.9% | $593-98.0% |