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 9-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 | $68,214 | $58,726+16.2% | $92,233-26.0% | $62,292+9.5% |
| Participation rate | 99.4% | 68.3%+31.1pp | 76.5%+22.9pp | 69.5%+29.9pp |
| Annual return | 24.21% | 43.62%-19.4pp | 176.28%-152.1pp | 28.90%-4.7pp |
| Employer contribution / active EE | $2,683 | $2,392+12.2% | $3,679-27.1% | $2,042+31.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |