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 10-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 | $52,627 | $54,045-2.6% | $115,157-54.3% | $65,185-19.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 75.9%+24.1pp | 70.2%+29.8pp |
| Annual return | 84.79% | 26.55%+58.2pp | 35.60%+49.2pp | 29.38%+55.4pp |
| Employer contribution / active EE | $3,110 | $1,653+88.1% | $3,179-2.2% | $2,177+42.9% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,168-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $7,088-100.0% | $847-100.0% |