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 | $30,128 | $80,731-62.7% | $103,374-70.9% | $74,546-59.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.23% | 27.56%-13.3pp | 24.89%-10.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,543 | $3,158-51.1% | $3,869-60.1% | $2,624-41.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $4 | $2,369-99.8% | $8,394-100.0% | $1,944-99.8% |