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 | $85,610 | $89,248-4.1% | $136,007-37.1% | $74,495+14.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 17.53% | 22.76%-5.2pp | 579.32%-561.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $5,166 | $2,838+82.0% | $4,217+22.5% | $2,623+96.9% |
| Participant deferral / active EE | $0 | $4,598-100.0% | $7,025-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,858-100.0% | $1,942-100.0% |