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 | $56,014 | $86,225-35.0% | $146,665-61.8% | $86,799-35.5% |
| Participation rate | 99.1% | 78.0%+21.1pp | 80.1%+19.0pp | 72.3%+26.8pp |
| Annual return | 22.27% | 31.23%-9.0pp | 22.74%-0.5pp | 97.91%-75.6pp |
| Employer contribution / active EE | $2,405 | $2,392+0.5% | $4,136-41.9% | $2,4050% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |