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 | $41,787 | $91,407-54.3% | $135,903-69.3% | $71,457-41.5% |
| Participation rate | 82.0% | 75.7%+6.3pp | 81.9%+0.1pp | 67.9%+14.0pp |
| Annual return | 16.80% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,637 | $7,092-20.5% | $7,758-27.3% | $4,289+31.4% |
| Admin fee / account holder | $10 | $1,266-99.2% | $10,762-99.9% | $1,587-99.4% |