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 9-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 | $21,474 | $26,549-19.1% | $61,373-65.0% | $66,914-67.9% |
| Participation rate | 90.4% | 38.1%+52.3pp | 52.6%+37.8pp | 69.8%+20.6pp |
| Annual return | -16.89% | -16.21%-0.7pp | 338.61%-355.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,723 | $651+164.5% | $1,159+48.6% | $2,544-32.3% |
| Participant deferral / active EE | $2,266 | $1,338+69.3% | $2,125+6.6% | $4,237-46.5% |
| Admin fee / account holder | $138 | $409-66.3% | $2,130-93.5% | $593-76.8% |