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 | $150,856 | $46,745+222.7% | $60,547+149.2% | $52,331+188.3% |
| Participation rate | 89.6% | 58.6%+31.0pp | 68.0%+21.6pp | 68.1%+21.4pp |
| Annual return | 45.01% | 0.61%+44.4pp | 335.64%-290.6pp | 4.54%+40.5pp |
| Employer contribution / active EE | $681 | $1,259-45.9% | $2,419-71.8% | $1,882-63.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |