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 9-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 | $23,699 | $80,177-70.4% | $123,892-80.9% | $57,658-58.9% |
| Participation rate | 99.8% | 74.4%+25.3pp | 81.4%+18.3pp | 70.2%+29.5pp |
| Annual return | 249.95% | 17.90%+232.0pp | 47.52%+202.4pp | 5.13%+244.8pp |
| Employer contribution / active EE | $2,912 | $2,9130% | $4,617-36.9% | $1,974+47.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |