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 8-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 | $74,283 | $76,670-3.1% | $96,683-23.2% | $71,457+4.0% |
| Participation rate | 97.0% | 66.6%+30.4pp | 74.3%+22.6pp | 67.9%+29.1pp |
| Annual return | 26.77% | 48.29%-21.5pp | 35.69%-8.9pp | 28.85%-2.1pp |
| Employer contribution / active EE | $20,901 | $3,031+589.5% | $3,737+459.3% | $2,588+707.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |