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 | $23,045 | $52,660-56.2% | $86,612-73.4% | $80,160-71.3% |
| Participation rate | 89.3% | 62.4%+26.9pp | 71.7%+17.6pp | 72.9%+16.4pp |
| Annual return | 43.83% | 24.87%+19.0pp | 591.07%-547.2pp | 40.38%+3.4pp |
| Employer contribution / active EE | $875 | $2,140-59.1% | $3,022-71.0% | $2,978-70.6% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $5,614-100.0% | $145-100.0% |