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 7-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 | $51,311 | $64,119-20.0% | $112,228-54.3% | $66,914-23.3% |
| Participation rate | 89.3% | 68.5%+20.8pp | 75.1%+14.2pp | 69.8%+19.5pp |
| Annual return | 105.15% | -13.81%+119.0pp | 27.45%+77.7pp | 1.58%+103.6pp |
| Employer contribution / active EE | $7,777 | $3,005+158.8% | $3,635+114.0% | $2,544+205.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $25 | $625-96.0% | $6,410-99.6% | $593-95.8% |