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 4-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 | $48,956 | $31,310+56.4% | $53,898-9.2% | $74,304-34.1% |
| Participation rate | 93.2% | 30.7%+62.5pp | 55.0%+38.2pp | 60.3%+32.8pp |
| Annual return | 54.56% | 23.16%+31.4pp | 528.60%-474.0pp | 29.43%+25.1pp |
| Employer contribution / active EE | $236 | $450-47.5% | $932-74.7% | $2,241-89.5% |
| Participant deferral / active EE | $0 | $934-100.0% | $1,826-100.0% | $3,767-100.0% |
| Admin fee / account holder | $8 | $2,175-99.6% | $2,491-99.7% | $2,969-99.7% |