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 5-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 | $38,628 | $51,466-24.9% | $78,778-51.0% | $62,292-38.0% |
| Participation rate | 98.8% | 59.8%+39.0pp | 69.2%+29.6pp | 69.5%+29.3pp |
| Annual return | 73.85% | 19.96%+53.9pp | 35.62%+38.2pp | 28.90%+45.0pp |
| Employer contribution / active EE | $822 | $827-0.6% | $1,986-58.6% | $2,042-59.7% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $7 | $489-98.7% | $5,134-99.9% | $479-98.6% |