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 | $27,632 | $65,041-57.5% | $90,951-69.6% | $79,858-65.4% |
| Participation rate | 97.9% | 61.6%+36.3pp | 69.0%+28.9pp | 69.6%+28.3pp |
| Annual return | 20.15% | 30.45%-10.3pp | 134.60%-114.5pp | 31.71%-11.6pp |
| Employer contribution / active EE | $2,442 | $1,247+95.8% | $2,122+15.1% | $2,471-1.2% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |