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 | $22,910 | $45,863-50.0% | $77,024-70.3% | $68,494-66.6% |
| Participation rate | 95.1% | 55.9%+39.1pp | 67.9%+27.2pp | 67.9%+27.2pp |
| Annual return | 95.42% | 1.72%+93.7pp | 42.32%+53.1pp | -7.84%+103.3pp |
| Employer contribution / active EE | $1,026 | $1,650-37.8% | $2,812-63.5% | $2,596-60.5% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5 | $3,041-99.8% | $5,425-99.9% | $5,403-99.9% |