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 | $13,078 | $65,061-79.9% | $143,757-90.9% | $66,914-80.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.56% | -11.14%-5.4pp | -0.04%-16.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,222 | $2,361-5.9% | $4,951-55.1% | $2,544-12.7% |
| Participant deferral / active EE | $1,659 | $2,919-43.1% | $5,637-70.6% | $4,237-60.8% |
| Admin fee / account holder | $13 | $502-97.5% | $14,673-99.9% | $593-97.9% |