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 | $36,158 | $73,360-50.7% | $177,989-79.7% | $74,495-51.5% |
| Participation rate | 97.5% | 66.6%+30.9pp | 77.1%+20.4pp | 67.2%+30.3pp |
| Annual return | 19.28% | 17.49%+1.8pp | 294.48%-275.2pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $1,107 | $2,216-50.0% | $3,949-72.0% | $2,623-57.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $6,276-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,808-100.0% | $10,363-100.0% | $1,942-100.0% |