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 3-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 | $19,198 | $58,926-67.4% | $97,226-80.3% | $74,495-74.2% |
| Participation rate | 94.8% | 63.5%+31.3pp | 72.7%+22.1pp | 67.2%+27.6pp |
| Annual return | 69.66% | 16.04%+53.6pp | 75.13%-5.5pp | 1364.94%-1295.3pp |
| Employer contribution / active EE | $5,760 | $1,894+204.1% | $2,729+111.1% | $2,623+119.6% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,654-100.0% | $1,942-100.0% |