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 5-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 | $48,279 | $42,353+14.0% | $79,550-39.3% | $64,808-25.5% |
| Participation rate | 97.1% | 64.8%+32.4pp | 69.5%+27.7pp | 71.5%+25.7pp |
| Annual return | 65.27% | -12.24%+77.5pp | 0.16%+65.1pp | 32.82%+32.5pp |
| Employer contribution / active EE | $462 | $1,181-60.8% | $2,413-80.8% | $2,506-81.6% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1 | $160-99.7% | $6,832-100.0% | $188-99.7% |