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 | $22,074 | $55,472-60.2% | $155,567-85.8% | $74,546-70.4% |
| Participation rate | 99.1% | 61.9%+37.2pp | 78.2%+20.9pp | 67.2%+31.9pp |
| Annual return | 15.80% | 268.72%-252.9pp | 64.74%-48.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $1,633 | $2,269-28.0% | $4,674-65.1% | $2,624-37.8% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $151 | $1,743-91.3% | $15,916-99.0% | $1,944-92.2% |