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 | $59,040 | $111,491-47.0% | $189,513-68.8% | $86,799-32.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.8%+11.5pp | 72.3%+27.0pp |
| Annual return | 37.69% | 83.50%-45.8pp | 555.15%-517.5pp | 97.91%-60.2pp |
| Employer contribution / active EE | $2,448 | $3,951-38.1% | $6,162-60.3% | $2,405+1.8% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |