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 | $23,906 | $35,485-32.6% | $74,550-67.9% | $55,725-57.1% |
| Participation rate | 96.4% | 62.5%+33.8pp | 69.1%+27.2pp | 70.9%+25.5pp |
| Annual return | 11.35% | 0.72%+10.6pp | 32.53%-21.2pp | 244.93%-233.6pp |
| Employer contribution / active EE | $1,237 | $777+59.1% | $1,961-36.9% | $2,078-40.5% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-99.9% | $5,060-100.0% | $115-99.9% |