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 | $37,422 | $61,156-38.8% | $185,823-79.9% | $79,386-52.9% |
| Participation rate | 95.0% | 66.6%+28.3pp | 81.7%+13.3pp | 70.7%+24.3pp |
| Annual return | 18.06% | 19.45%-1.4pp | 122.05%-104.0pp | 116.85%-98.8pp |
| Employer contribution / active EE | $608 | $2,321-73.8% | $5,167-88.2% | $2,427-75.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |