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 | $72,771 | $76,670-5.1% | $96,683-24.7% | $71,457+1.8% |
| Participation rate | 85.6% | 66.6%+19.1pp | 74.3%+11.3pp | 67.9%+17.7pp |
| Annual return | 32.19% | 48.29%-16.1pp | 35.69%-3.5pp | 28.85%+3.3pp |
| Employer contribution / active EE | $7,215 | $3,031+138.0% | $3,737+93.1% | $2,588+178.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |