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 | $17,142 | $55,415-69.1% | $155,509-89.0% | $74,495-77.0% |
| Participation rate | 86.8% | 61.9%+24.9pp | 78.2%+8.6pp | 67.2%+19.6pp |
| Annual return | 12.89% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,118 | $2,836-60.6% | $5,626-80.1% | $4,346-74.3% |
| Admin fee / account holder | $3 | $1,738-99.9% | $15,912-100.0% | $1,942-99.9% |