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 | $33,709 | $84,487-60.1% | $125,339-73.1% | $66,914-49.6% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.7pp | 69.8%+29.2pp |
| Annual return | 8.46% | -8.39%+16.9pp | 572.05%-563.6pp | 1.58%+6.9pp |
| Employer contribution / active EE | $2,762 | $3,553-22.3% | $4,814-42.6% | $2,544+8.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |