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 10-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 | $61,933 | $67,984-8.9% | $65,493-5.4% | $74,304-16.6% |
| Participation rate | 95.1% | 66.3%+28.8pp | 73.1%+22.0pp | 60.3%+34.8pp |
| Annual return | 14.49% | 19.87%-5.4pp | 982.45%-968.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $5,427 | $2,491+117.8% | $2,574+110.8% | $2,241+142.2% |
| Participant deferral / active EE | $1,203 | $3,346-64.0% | $3,961-69.6% | $3,767-68.1% |
| Admin fee / account holder | $0 | $1,373-100.0% | $5,028-100.0% | $2,969-100.0% |