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 6-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 | $15,922 | $43,113-63.1% | $82,719-80.8% | $77,904-79.6% |
| Participation rate | 89.9% | 63.8%+26.1pp | 72.6%+17.4pp | 73.7%+16.2pp |
| Annual return | 48.41% | 2.60%+45.8pp | 701.18%-652.8pp | 12.21%+36.2pp |
| Employer contribution / active EE | $978 | $1,924-49.2% | $3,009-67.5% | $2,848-65.7% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $5,329-100.0% | $133-100.0% |