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 | $23,967 | $40,278-40.5% | $80,569-70.3% | $80,160-70.1% |
| Participation rate | 97.3% | 47.5%+49.8pp | 67.0%+30.3pp | 72.9%+24.4pp |
| Annual return | 27.69% | 50.86%-23.2pp | 935.43%-907.7pp | 40.38%-12.7pp |
| Employer contribution / active EE | $5,932 | $1,332+345.2% | $2,723+117.8% | $2,978+99.2% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,447-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,377-100.0% | $145-100.0% |