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 | $106,840 | $82,130+30.1% | $453,369-76.4% | $79,386+34.6% |
| Participation rate | 100.0% | 73.4%+26.6pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 14.87% | 345.31%-330.4pp | 64.40%-49.5pp | 116.85%-102.0pp |
| Employer contribution / active EE | $3,354 | $2,659+26.1% | $4,070-17.6% | $2,427+38.2% |
| Participant deferral / active EE | $0 | $4,314-100.0% | $6,209-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $11,209-100.0% | $626-100.0% |