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 | $28,845 | $84,487-65.9% | $125,339-77.0% | $66,914-56.9% |
| Participation rate | 99.2% | 76.4%+22.7pp | 82.4%+16.8pp | 69.8%+29.3pp |
| Annual return | 2.46% | -8.39%+10.9pp | 572.05%-569.6pp | 1.58%+0.9pp |
| Employer contribution / active EE | $2,119 | $3,553-40.4% | $4,814-56.0% | $2,544-16.7% |
| 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% |