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 | $16,974 | $40,385-58.0% | $80,569-78.9% | $74,419-77.2% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 163.72% | 164.85%-1.1pp | 935.43%-771.7pp | 34.38%+129.3pp |
| Employer contribution / active EE | $6,647 | $1,496+344.3% | $2,723+144.1% | $2,637+152.0% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |