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 | $38,886 | $64,286-39.5% | $90,951-57.2% | $73,409-47.0% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.0%+26.2pp | 72.2%+23.1pp |
| Annual return | 84.03% | 21.45%+62.6pp | 134.60%-50.6pp | 59.29%+24.7pp |
| Employer contribution / active EE | $1,999 | $895+123.4% | $2,122-5.8% | $2,234-10.5% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $6 | $287-98.0% | $5,959-99.9% | $158-96.3% |