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 | $89,810 | $91,407-1.7% | $135,903-33.9% | $71,457+25.7% |
| Participation rate | 99.0% | 75.7%+23.3pp | 81.9%+17.1pp | 67.9%+31.1pp |
| Annual return | 32.55% | 29.90%+2.7pp | 68.23%-35.7pp | 28.85%+3.7pp |
| Employer contribution / active EE | $2,093 | $3,703-43.5% | $4,856-56.9% | $2,588-19.1% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |