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 7-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 | $32,408 | $82,202-60.6% | $125,339-74.1% | $64,808-50.0% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | -5.43% | 3.48%-8.9pp | 572.05%-577.5pp | 32.82%-38.2pp |
| Employer contribution / active EE | $3,700 | $3,615+2.3% | $4,814-23.1% | $2,506+47.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |