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 | $63,300 | $60,989+3.8% | $60,874+4.0% | $66,914-5.4% |
| Participation rate | 91.8% | 74.5%+17.4pp | 73.1%+18.7pp | 69.8%+22.0pp |
| Annual return | -11.56% | -9.60%-2.0pp | 16.90%-28.5pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,333 | $2,661-49.9% | $2,701-50.6% | $2,544-47.6% |
| Participant deferral / active EE | $2,530 | $3,615-30.0% | $3,817-33.7% | $4,237-40.3% |
| Admin fee / account holder | $125 | $338-63.0% | $3,224-96.1% | $593-78.9% |