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 | $62,286 | $91,407-31.9% | $135,903-54.2% | $71,457-12.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.34% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $6,215 | $3,703+67.8% | $4,856+28.0% | $2,588+140.2% |
| Participant deferral / active EE | $6,483 | $7,092-8.6% | $7,758-16.4% | $4,289+51.2% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |