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 | $25,621 | $55,331-53.7% | $81,812-68.7% | $199,593-87.2% |
| Participation rate | 91.3% | 62.5%+28.8pp | 72.3%+19.0pp | 72.0%+19.4pp |
| Annual return | 41.47% | 19.59%+21.9pp | 773.79%-732.3pp | 34.25%+7.2pp |
| Employer contribution / active EE | $769 | $2,101-63.4% | $2,912-73.6% | $3,034-74.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $7,386-100.0% | $269-100.0% |