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 | $22,257 | $35,485-37.3% | $74,550-70.1% | $55,725-60.1% |
| Participation rate | 98.2% | 62.5%+35.6pp | 69.1%+29.0pp | 70.9%+27.3pp |
| Annual return | 74.53% | 0.72%+73.8pp | 32.53%+42.0pp | 244.93%-170.4pp |
| Employer contribution / active EE | $2,006 | $777+158.0% | $1,961+2.3% | $2,078-3.5% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $114-98.6% | $5,060-100.0% | $115-98.6% |