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 | $22,185 | $55,449-60.0% | $83,848-73.5% | $56,287-60.6% |
| Participation rate | 95.7% | 68.0%+27.7pp | 76.1%+19.6pp | 69.9%+25.9pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.88%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $21,237 | $2,430+773.8% | $3,631+484.9% | $2,111+906.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |