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 3-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 | $57,527 | $80,724-28.7% | $103,333-44.3% | $74,495-22.8% |
| Participation rate | 97.7% | 65.7%+32.1pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 159.16% | 27.56%+131.6pp | 24.88%+134.3pp | 1364.94%-1205.8pp |
| Employer contribution / active EE | $2,543 | $3,157-19.5% | $3,868-34.3% | $2,623-3.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |