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 5-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 | $77,981 | $71,142+9.6% | $119,609-34.8% | $64,808+20.3% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.3%+19.9pp | 71.5%+27.7pp |
| Annual return | 181.21% | -10.01%+191.2pp | -14.97%+196.2pp | 32.82%+148.4pp |
| Employer contribution / active EE | $1,057 | $2,497-57.7% | $4,232-75.0% | $2,506-57.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |