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 7-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 | $49,979 | $82,978-39.8% | $129,995-61.6% | $71,457-30.1% |
| Participation rate | 96.5% | 74.1%+22.4pp | 78.5%+18.0pp | 67.9%+28.5pp |
| Annual return | 27.26% | 20.60%+6.7pp | -137.18%+164.4pp | 28.85%-1.6pp |
| Employer contribution / active EE | $5,304 | $2,622+102.3% | $4,320+22.8% | $2,588+105.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |