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 | $43,033 | $32,117+34.0% | $71,086-39.5% | $64,186-33.0% |
| Participation rate | 90.1% | 42.7%+47.4pp | 54.7%+35.5pp | 69.6%+20.5pp |
| Annual return | 12.40% | -5.57%+18.0pp | 650.59%-638.2pp | 7.63%+4.8pp |
| Employer contribution / active EE | $5,121 | $712+619.0% | $1,088+370.8% | $2,381+115.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |