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 4-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 | $29,804 | $53,136-43.9% | $155,509-80.8% | $199,593-85.1% |
| Participation rate | 89.9% | 64.1%+25.8pp | 78.2%+11.7pp | 72.0%+17.9pp |
| Annual return | 12.76% | 41.15%-28.4pp | 64.67%-51.9pp | 34.25%-21.5pp |
| Employer contribution / active EE | $4,582 | $1,851+147.5% | $4,672-1.9% | $3,034+51.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |