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 | $13,210 | $56,114-76.5% | $96,139-86.3% | $85,850-84.6% |
| Participation rate | 91.2% | 56.7%+34.5pp | 68.4%+22.7pp | 69.3%+21.9pp |
| Annual return | 23.93% | 42.30%-18.4pp | 191.94%-168.0pp | 318.53%-294.6pp |
| Employer contribution / active EE | $1,408 | $1,620-13.1% | $2,797-49.7% | $2,565-45.1% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8 | $3,768-99.8% | $5,537-99.9% | $6,260-99.9% |