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 9-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 | $61,928 | $36,767+68.4% | $81,478-24.0% | $62,292-0.6% |
| Participation rate | 98.5% | 54.4%+44.0pp | 68.0%+30.5pp | 69.5%+29.0pp |
| Annual return | 138.35% | 173.80%-35.4pp | 38.78%+99.6pp | 28.90%+109.5pp |
| Employer contribution / active EE | $9,607 | $1,128+751.5% | $2,568+274.2% | $2,042+370.4% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1 | $797-99.9% | $4,561-100.0% | $479-99.9% |