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 | $45,543 | $47,126-3.4% | $149,673-69.6% | $74,419-38.8% |
| Participation rate | 99.8% | 63.4%+36.4pp | 78.8%+21.0pp | 70.7%+29.0pp |
| Annual return | 49.70% | 22.75%+26.9pp | 134.42%-84.7pp | 34.38%+15.3pp |
| Employer contribution / active EE | $1,260 | $1,905-33.9% | $4,818-73.8% | $2,637-52.2% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |