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 | $87,096 | $81,537+6.8% | $149,718-41.8% | $69,631+25.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 16.71% | 22.79%-6.1pp | 1501.63%-1484.9pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,463 | $3,239-54.8% | $5,445-73.1% | $2,032-28.0% |
| Participant deferral / active EE | $3,385 | $4,994-32.2% | $6,569-48.5% | $3,224+5.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |