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 6-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 | $15,903 | $41,617-61.8% | $84,611-81.2% | $77,787-79.6% |
| Participation rate | 78.1% | 45.0%+33.1pp | 68.2%+9.9pp | 73.2%+4.9pp |
| Annual return | 0.00% | 24.97%-25.0pp | 258.74%-258.7pp | 32.57%-32.6pp |
| Employer contribution / active EE | $3,921 | $1,061+269.5% | $2,652+47.8% | $2,504+56.5% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,899-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $4,912-100.0% | $100-100.0% |