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 | $89,387 | $26,549+236.7% | $61,373+45.6% | $66,914+33.6% |
| Participation rate | 96.9% | 38.1%+58.8pp | 52.6%+44.3pp | 69.8%+27.1pp |
| Annual return | 12.70% | -16.21%+28.9pp | 338.61%-325.9pp | 1.58%+11.1pp |
| Employer contribution / active EE | $8,366 | $651+1184.4% | $1,159+621.6% | $2,544+228.8% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2 | $409-99.6% | $2,130-99.9% | $593-99.7% |