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 8-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 | $65,538 | $106,236-38.3% | $112,228-41.6% | $64,808+1.1% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | 16.35% | -6.02%+22.4pp | 27.45%-11.1pp | 32.82%-16.5pp |
| Employer contribution / active EE | $13,700 | $3,166+332.7% | $3,635+276.9% | $2,506+446.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |