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 | $36,685 | $101,499-63.9% | $147,005-75.0% | $74,546-50.8% |
| Participation rate | 79.0% | 75.5%+3.4pp | 82.2%-3.2pp | 67.2%+11.8pp |
| Annual return | 82.08% | 8732.34%-8650.3pp | 418.76%-336.7pp | 1366.03%-1284.0pp |
| Employer contribution / active EE | $3,743 | $3,811-1.8% | $4,934-24.1% | $2,624+42.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $7 | $1,748-99.6% | $13,006-99.9% | $1,944-99.7% |