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 8-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 | $85,464 | $64,119+33.3% | $112,228-23.8% | $66,914+27.7% |
| Participation rate | 99.0% | 68.5%+30.5pp | 75.1%+23.9pp | 69.8%+29.2pp |
| Annual return | 15.11% | -13.81%+28.9pp | 27.45%-12.3pp | 1.58%+13.5pp |
| Employer contribution / active EE | $9,287 | $3,005+209.0% | $3,635+155.5% | $2,544+265.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |