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 4-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 | $35,577 | $95,880-62.9% | $107,525-66.9% | $85,563-58.4% |
| Participation rate | 99.4% | 70.1%+29.3pp | 75.1%+24.4pp | 66.0%+33.5pp |
| Annual return | 49.09% | 68.06%-19.0pp | 181.32%-132.2pp | 31.51%+17.6pp |
| Employer contribution / active EE | $1,391 | $3,812-63.5% | $3,754-62.9% | $2,654-47.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |