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 | $56,418 | $61,272-7.9% | $149,673-62.3% | $71,457-21.0% |
| Participation rate | 96.9% | 62.5%+34.4pp | 78.8%+18.2pp | 67.9%+29.0pp |
| Annual return | 44.48% | 35.85%+8.6pp | 134.42%-89.9pp | 28.85%+15.6pp |
| Employer contribution / active EE | $1,144 | $2,378-51.9% | $4,818-76.3% | $2,588-55.8% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |