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 | $53,639 | $118,337-54.7% | $189,513-71.7% | $93,030-42.3% |
| Participation rate | 99.6% | 89.1%+10.5pp | 87.8%+11.8pp | 73.9%+25.7pp |
| Annual return | 45.19% | 21.77%+23.4pp | 555.15%-510.0pp | 158.70%-113.5pp |
| Employer contribution / active EE | $1,948 | $4,204-53.7% | $6,162-68.4% | $2,706-28.0% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $100-100.0% | $12,045-100.0% | $152-100.0% |