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 | $66,939 | $91,762-27.1% | $67,502-0.8% | $77,643-13.8% |
| Participation rate | 70.4% | 75.9%-5.5pp | 72.9%-2.5pp | 70.6%-0.2pp |
| Annual return | 11.81% | 14.87%-3.1pp | 3512.12%-3500.3pp | 31.24%-19.4pp |
| Employer contribution / active EE | $2,612 | $3,181-17.9% | $2,731-4.4% | $2,726-4.2% |
| Participant deferral / active EE | $3,817 | $3,903-2.2% | $4,000-4.6% | $4,647-17.9% |
| Admin fee / account holder | $1 | $176-99.2% | $3,998-100.0% | $430-99.7% |