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 8-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 | $30,528 | $95,388-68.0% | $125,339-75.6% | $77,904-60.8% |
| Participation rate | 99.7% | 78.6%+21.1pp | 82.4%+17.4pp | 73.7%+26.1pp |
| Annual return | 18.07% | 116.19%-98.1pp | 572.05%-554.0pp | 12.21%+5.9pp |
| Employer contribution / active EE | $2,012 | $3,666-45.1% | $4,814-58.2% | $2,848-29.3% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |