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 | $34,437 | $60,989-43.5% | $60,874-43.4% | $66,914-48.5% |
| Participation rate | 87.7% | 74.5%+13.2pp | 73.1%+14.5pp | 69.8%+17.9pp |
| Annual return | -10.93% | -9.60%-1.3pp | 16.90%-27.8pp | 1.58%-12.5pp |
| Employer contribution / active EE | $986 | $2,661-62.9% | $2,701-63.5% | $2,544-61.2% |
| Participant deferral / active EE | $1,808 | $3,615-50.0% | $3,817-52.6% | $4,237-57.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |