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 | $75,541 | $39,286+92.3% | $80,716-6.4% | $79,386-4.8% |
| Participation rate | 92.6% | 41.0%+51.7pp | 54.2%+38.5pp | 70.7%+21.9pp |
| Annual return | 53.44% | 98.95%-45.5pp | 87.28%-33.8pp | 116.85%-63.4pp |
| Employer contribution / active EE | $7,742 | $594+1203.8% | $1,160+567.4% | $2,427+218.9% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,146-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |