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 | $17,018 | $37,317-54.4% | $77,024-77.9% | $77,904-78.2% |
| Participation rate | 95.2% | 46.9%+48.3pp | 67.9%+27.3pp | 73.7%+21.5pp |
| Annual return | 130.64% | -5.88%+136.5pp | 42.32%+88.3pp | 12.21%+118.4pp |
| Employer contribution / active EE | $781 | $1,218-35.9% | $2,812-72.2% | $2,848-72.6% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $4,426-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $126-100.0% | $5,425-100.0% | $133-100.0% |