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 6-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 | $79,387 | $58,879+34.8% | $178,490-55.5% | $73,488+8.0% |
| Participation rate | 96.0% | 66.2%+29.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 22.94% | 24.86%-1.9pp | 151.07%-128.1pp | 28.51%-5.6pp |
| Employer contribution / active EE | $2,970 | $2,236+32.8% | $5,011-40.7% | $2,270+30.8% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |