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 | $53,581 | $95,274-43.8% | $135,903-60.6% | $74,419-28.0% |
| Participation rate | 85.8% | 78.2%+7.6pp | 81.9%+3.9pp | 70.7%+15.1pp |
| Annual return | 104.52% | 32.77%+71.7pp | 68.23%+36.3pp | 34.38%+70.1pp |
| Employer contribution / active EE | $2,942 | $3,874-24.1% | $4,856-39.4% | $2,637+11.6% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |