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 | $94,359 | $88,122+7.1% | $141,162-33.2% | $67,579+39.6% |
| Participation rate | 97.8% | 76.5%+21.4pp | 82.5%+15.4pp | 71.3%+26.6pp |
| Annual return | 30.17% | 75.40%-45.2pp | 71.39%-41.2pp | 378.56%-348.4pp |
| Employer contribution / active EE | $7,354 | $3,224+128.1% | $4,735+55.3% | $2,148+242.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |