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 | $27,751 | $64,286-56.8% | $90,951-69.5% | $73,409-62.2% |
| Participation rate | 94.3% | 63.6%+30.8pp | 69.0%+25.3pp | 72.2%+22.2pp |
| Annual return | 94.08% | 21.45%+72.6pp | 134.60%-40.5pp | 59.29%+34.8pp |
| Employer contribution / active EE | $2,769 | $895+209.5% | $2,122+30.5% | $2,234+24.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |