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 | $32,160 | $73,867-56.5% | $143,757-77.6% | $68,494-53.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.56% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,525 | $3,184-52.1% | $4,951-69.2% | $2,596-41.2% |
| Participant deferral / active EE | $1,006 | $3,384-70.3% | $5,637-82.1% | $4,027-75.0% |
| Admin fee / account holder | $197 | $5,755-96.6% | $14,673-98.7% | $5,403-96.4% |