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 | $230,680 | $49,451+366.5% | $79,550+190.0% | $66,914+244.7% |
| Participation rate | 80.4% | 61.3%+19.0pp | 69.5%+10.9pp | 69.8%+10.6pp |
| Annual return | -18.11% | 84.25%-102.4pp | 0.16%-18.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $827 | $1,266-34.7% | $2,413-65.7% | $2,544-67.5% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |