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 | $67,002 | $82,274-18.6% | $152,466-56.1% | $79,386-15.6% |
| Participation rate | 89.9% | 76.4%+13.5pp | 78.2%+11.7pp | 70.7%+19.2pp |
| Annual return | 108.68% | 7959.84%-7851.2pp | 757.33%-648.7pp | 116.85%-8.2pp |
| Employer contribution / active EE | $7,938 | $3,613+119.7% | $4,327+83.5% | $2,427+227.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $5,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $632-100.0% | $15,805-100.0% | $626-100.0% |