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 | $28,153 | $51,197-45.0% | $82,719-66.0% | $66,914-57.9% |
| Participation rate | 86.7% | 67.8%+18.9pp | 72.6%+14.1pp | 69.8%+16.9pp |
| Annual return | -15.44% | -9.64%-5.8pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,594 | $2,611-0.6% | $3,009-13.8% | $2,544+2.0% |
| Participant deferral / active EE | $3,414 | $3,458-1.3% | $4,395-22.3% | $4,237-19.4% |
| Admin fee / account holder | $238 | $416-42.6% | $5,329-95.5% | $593-59.8% |