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 | $108,240 | $119,446-9.4% | $150,045-27.9% | $85,563+26.5% |
| Participation rate | 92.0% | 75.4%+16.6pp | 82.3%+9.7pp | 66.0%+26.0pp |
| Annual return | 38.48% | 23.72%+14.8pp | 62.55%-24.1pp | 31.51%+7.0pp |
| Employer contribution / active EE | $3,069 | $4,078-24.8% | $4,693-34.6% | $2,654+15.6% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |