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 10-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 | $13,182 | $76,000-82.7% | $154,107-91.4% | $64,186-79.5% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | 84.74% | 30.32%+54.4pp | 735.12%-650.4pp | 7.63%+77.1pp |
| Employer contribution / active EE | $2,089 | $3,351-37.6% | $5,298-60.6% | $2,381-12.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |