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 5-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 | $129,811 | $63,442+104.6% | $68,791+88.7% | $66,914+94.0% |
| Participation rate | 97.2% | 60.0%+37.2pp | 69.0%+28.2pp | 69.8%+27.4pp |
| Annual return | 60.71% | -8.29%+69.0pp | -6.38%+67.1pp | 1.58%+59.1pp |
| Employer contribution / active EE | $960 | $1,775-45.9% | $2,655-63.8% | $2,544-62.3% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |