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 5-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 | $13,480 | $43,133-68.7% | $89,391-84.9% | $73,488-81.7% |
| Participation rate | 77.5% | 55.0%+22.5pp | 68.0%+9.5pp | 70.7%+6.8pp |
| Annual return | 0.00% | 135.66%-135.7pp | 245.62%-245.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $12,631 | $1,438+778.5% | $2,586+388.5% | $2,270+456.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,881-100.0% | $513-100.0% |