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 | $34,372 | $104,317-67.1% | $159,436-78.4% | $86,799-60.4% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.8%+16.1pp | 72.3%+26.7pp |
| Annual return | 15.30% | 26.32%-11.0pp | 263.57%-248.3pp | 97.91%-82.6pp |
| Employer contribution / active EE | $3,525 | $3,451+2.2% | $4,829-27.0% | $2,405+46.6% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |