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 3-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 | $56,987 | $72,482-21.4% | $129,110-55.9% | $64,808-12.1% |
| Participation rate | 98.3% | 79.2%+19.0pp | 77.3%+21.0pp | 71.5%+26.8pp |
| Annual return | 192.76% | -9.08%+201.8pp | -10.94%+203.7pp | 32.82%+159.9pp |
| Employer contribution / active EE | $20,932 | $4,247+392.8% | $5,052+314.3% | $2,506+735.3% |
| Participant deferral / active EE | $0 | $5,679-100.0% | $6,542-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $14,302-100.0% | $188-100.0% |