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 | $39,830 | $50,199-20.7% | $70,092-43.2% | $66,914-40.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -12.62% | -13.85%+1.2pp | 190.73%-203.4pp | 1.58%-14.2pp |
| Employer contribution / active EE | $3,468 | $1,864+86.0% | $2,559+35.5% | $2,544+36.3% |
| Participant deferral / active EE | $2,492 | $3,112-19.9% | $3,849-35.3% | $4,237-41.2% |
| Admin fee / account holder | $119 | $600-80.2% | $6,267-98.1% | $593-80.0% |