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 8-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 | $13,493 | $65,061-79.3% | $143,757-90.6% | $66,914-79.8% |
| Participation rate | 94.7% | 65.2%+29.5pp | 80.3%+14.3pp | 69.8%+24.9pp |
| Annual return | -14.75% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,280 | $2,361-45.8% | $4,951-74.1% | $2,544-49.7% |
| Participant deferral / active EE | $3,088 | $2,919+5.8% | $5,637-45.2% | $4,237-27.1% |
| Admin fee / account holder | $20 | $502-96.0% | $14,673-99.9% | $593-96.6% |