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 | $24,768 | $55,416-55.3% | $75,972-67.4% | $77,643-68.1% |
| Participation rate | 83.3% | 63.6%+19.8pp | 69.1%+14.3pp | 70.6%+12.8pp |
| Annual return | 184.40% | 17.07%+167.3pp | 359.55%-175.1pp | 31.24%+153.2pp |
| Employer contribution / active EE | $3,076 | $1,788+72.1% | $2,685+14.6% | $2,726+12.8% |
| Participant deferral / active EE | $0 | $3,447-100.0% | $4,255-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $414-99.9% | $6,467-100.0% | $430-99.9% |