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 9-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 | $46,536 | $84,487-44.9% | $125,339-62.9% | $66,914-30.5% |
| Participation rate | 92.1% | 76.4%+15.7pp | 82.4%+9.7pp | 69.8%+22.3pp |
| Annual return | -16.77% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,223 | $6,781-8.2% | $7,446-16.4% | $4,237+46.9% |
| Admin fee / account holder | $14 | $685-97.9% | $10,010-99.9% | $593-97.6% |