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 7-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 | $17,756 | $23,224-23.5% | $71,086-75.0% | $55,725-68.1% |
| Participation rate | 84.6% | 37.9%+46.8pp | 54.7%+30.0pp | 70.9%+13.8pp |
| Annual return | -7.49% | -2.87%-4.6pp | 650.59%-658.1pp | 244.93%-252.4pp |
| Employer contribution / active EE | $570 | $436+30.7% | $1,088-47.6% | $2,078-72.6% |
| Participant deferral / active EE | $0 | $929-100.0% | $1,874-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |