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 6-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 | $16,999 | $52,293-67.5% | $178,490-90.5% | $73,409-76.8% |
| Participation rate | 96.0% | 65.3%+30.7pp | 81.9%+14.1pp | 72.2%+23.9pp |
| Annual return | 99.23% | 34.75%+64.5pp | 151.07%-51.8pp | 59.29%+39.9pp |
| Employer contribution / active EE | $1,851 | $1,735+6.7% | $5,011-63.0% | $2,234-17.1% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |