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 | $49,484 | $95,918-48.4% | $151,611-67.4% | $77,904-36.5% |
| Participation rate | 99.6% | 88.7%+10.9pp | 87.5%+12.1pp | 73.7%+25.9pp |
| Annual return | 4.10% | -5.50%+9.6pp | 3.33%+0.8pp | 12.21%-8.1pp |
| Employer contribution / active EE | $2,101 | $4,330-51.5% | $6,166-65.9% | $2,848-26.2% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |