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 | $26,313 | $82,202-68.0% | $125,339-79.0% | $64,808-59.4% |
| Participation rate | 86.5% | 77.9%+8.6pp | 82.4%+4.1pp | 71.5%+15.0pp |
| Annual return | 9.52% | 3.48%+6.0pp | 572.05%-562.5pp | 32.82%-23.3pp |
| Employer contribution / active EE | $2,741 | $3,615-24.2% | $4,814-43.1% | $2,506+9.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |