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 9-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 | $37,484 | $28,109+33.4% | $71,086-47.3% | $56,287-33.4% |
| Participation rate | 95.8% | 40.4%+55.4pp | 54.7%+41.2pp | 69.9%+26.0pp |
| Annual return | 33.15% | -615.05%+648.2pp | 650.59%-617.4pp | -9.96%+43.1pp |
| Employer contribution / active EE | $6,199 | $558+1011.7% | $1,088+469.9% | $2,111+193.7% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,874-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $585-99.8% | $3,082-100.0% | $521-99.8% |