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 | $13,809 | $65,061-78.8% | $143,757-90.4% | $66,914-79.4% |
| Participation rate | 74.1% | 65.2%+8.9pp | 80.3%-6.2pp | 69.8%+4.3pp |
| Annual return | -10.84% | -11.14%+0.3pp | -0.04%-10.8pp | 1.58%-12.4pp |
| Employer contribution / active EE | $979 | $2,361-58.5% | $4,951-80.2% | $2,544-61.5% |
| Participant deferral / active EE | $2,104 | $2,919-27.9% | $5,637-62.7% | $4,237-50.3% |
| Admin fee / account holder | $16 | $502-96.7% | $14,673-99.9% | $593-97.2% |