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 4-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 | $46,418 | $65,435-29.1% | $86,677-46.4% | $66,914-30.6% |
| Participation rate | 97.1% | 75.5%+21.6pp | 76.6%+20.5pp | 69.8%+27.3pp |
| Annual return | 79.53% | -10.89%+90.4pp | 35.91%+43.6pp | 1.58%+77.9pp |
| Employer contribution / active EE | $13,659 | $2,153+534.4% | $2,836+381.6% | $2,544+436.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |