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 | $62,299 | $93,131-33.1% | $106,548-41.5% | $86,799-28.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 14.19% | 19.45%-5.3pp | 26.80%-12.6pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,933 | $2,895-33.2% | $2,819-31.4% | $2,405-19.6% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |