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 10-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 | $25,446 | $39,286-35.2% | $80,716-68.5% | $79,386-67.9% |
| Participation rate | 98.9% | 41.0%+57.9pp | 54.2%+44.7pp | 70.7%+28.2pp |
| Annual return | 37.13% | 98.95%-61.8pp | 87.28%-50.1pp | 116.85%-79.7pp |
| Employer contribution / active EE | $2,154 | $594+262.8% | $1,160+85.7% | $2,427-11.3% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,146-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |