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 | $83,376 | $80,724+3.3% | $103,333-19.3% | $74,495+11.9% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 62.04% | 27.56%+34.5pp | 24.88%+37.2pp | 1364.94%-1302.9pp |
| Employer contribution / active EE | $1,167 | $3,157-63.0% | $3,868-69.8% | $2,623-55.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |