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 | $53,023 | $84,487-37.2% | $125,339-57.7% | $66,914-20.8% |
| Participation rate | 81.8% | 76.4%+5.4pp | 82.4%-0.6pp | 69.8%+12.0pp |
| Annual return | -17.86% | -8.39%-9.5pp | 572.05%-589.9pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,369 | $3,553-61.5% | $4,814-71.6% | $2,544-46.2% |
| Participant deferral / active EE | $4,017 | $6,781-40.8% | $7,446-46.1% | $4,237-5.2% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |