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 | $115,936 | $84,487+37.2% | $125,339-7.5% | $66,914+73.3% |
| Participation rate | 98.2% | 76.4%+21.7pp | 82.4%+15.8pp | 69.8%+28.4pp |
| Annual return | 8.02% | -8.39%+16.4pp | 572.05%-564.0pp | 1.58%+6.4pp |
| Employer contribution / active EE | $1,985 | $3,553-44.1% | $4,814-58.8% | $2,544-22.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |