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 | $29,954 | $84,487-64.5% | $125,339-76.1% | $66,914-55.2% |
| Participation rate | 96.5% | 76.4%+20.1pp | 82.4%+14.1pp | 69.8%+26.7pp |
| Annual return | 56.42% | -8.39%+64.8pp | 572.05%-515.6pp | 1.58%+54.8pp |
| Employer contribution / active EE | $10,457 | $3,553+194.3% | $4,814+117.2% | $2,544+311.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |