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 8-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 | $41,258 | $65,061-36.6% | $143,757-71.3% | $66,914-38.3% |
| Participation rate | 94.6% | 65.2%+29.4pp | 80.3%+14.3pp | 69.8%+24.8pp |
| Annual return | 25.83% | -11.14%+37.0pp | -0.04%+25.9pp | 1.58%+24.2pp |
| Employer contribution / active EE | $708 | $2,361-70.0% | $4,951-85.7% | $2,544-72.2% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |