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 | $25,761 | $37,196-30.7% | $154,107-83.3% | $55,725-53.8% |
| Participation rate | 97.0% | 64.1%+32.9pp | 83.0%+14.0pp | 70.9%+26.2pp |
| Annual return | -4.78% | 1319.68%-1324.5pp | 735.12%-739.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,915 | $1,614+18.7% | $5,298-63.8% | $2,078-7.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $1 | $102-99.4% | $13,411-100.0% | $115-99.5% |