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 | $19,401 | $47,722-59.3% | $82,719-76.5% | $64,808-70.1% |
| Participation rate | 89.8% | 67.6%+22.2pp | 72.6%+17.3pp | 71.5%+18.4pp |
| Annual return | -8.33% | -13.05%+4.7pp | 701.18%-709.5pp | 32.82%-41.2pp |
| Employer contribution / active EE | $5,013 | $2,179+130.0% | $3,009+66.6% | $2,506+100.0% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $143-99.6% | $5,329-100.0% | $188-99.7% |