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 | $39,247 | $53,165-26.2% | $86,188-54.5% | $74,419-47.3% |
| Participation rate | 92.8% | 64.9%+28.0pp | 69.0%+23.9pp | 70.7%+22.1pp |
| Annual return | 17.46% | 22.64%-5.2pp | 1168.45%-1151.0pp | 34.38%-16.9pp |
| Employer contribution / active EE | $3,792 | $1,210+213.4% | $2,380+59.3% | $2,637+43.8% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |