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 7-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 | $20,446 | $46,423-56.0% | $75,886-73.1% | $67,579-69.7% |
| Participation rate | 99.2% | 63.1%+36.1pp | 69.3%+29.9pp | 71.3%+27.9pp |
| Annual return | 0.00% | 32.29%-32.3pp | 30.76%-30.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $3,063 | $1,406+117.8% | $2,500+22.5% | $2,148+42.6% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,418-100.0% | $142-100.0% |