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 | $66,870 | $73,004-8.4% | $90,749-26.3% | $68,494-2.4% |
| Participation rate | 93.1% | 70.8%+22.2pp | 75.7%+17.4pp | 67.9%+25.2pp |
| Annual return | -15.74% | -13.81%-1.9pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $9,991 | $2,193+355.6% | $2,921+242.1% | $2,596+284.8% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |