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 | $59,983 | $74,347-19.3% | $93,606-35.9% | $67,579-11.2% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 50.64% | 28.07%+22.6pp | 32.76%+17.9pp | 378.56%-327.9pp |
| Employer contribution / active EE | $5,816 | $2,583+125.2% | $2,718+114.0% | $2,148+170.8% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,888-100.0% | $142-100.0% |