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 | $19,698 | $33,745-41.6% | $64,105-69.3% | $55,191-64.3% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.2%+31.8pp | 69.2%+30.8pp |
| Annual return | 77.02% | 4.95%+72.1pp | 791.24%-714.2pp | 10.78%+66.2pp |
| Employer contribution / active EE | $1,424 | $641+122.1% | $1,820-21.8% | $1,899-25.0% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,499-100.0% | $91-100.0% |