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 8-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 | $78,252 | $79,944-2.1% | $98,439-20.5% | $75,163+4.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 13.15% | 19.75%-6.6pp | 21.16%-8.0pp | 160.62%-147.5pp |
| Employer contribution / active EE | $7,712 | $2,264+240.6% | $3,048+153.0% | $2,670+188.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |