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 | $191,225 | $51,197+273.5% | $82,719+131.2% | $66,914+185.8% |
| Participation rate | 97.1% | 67.8%+29.3pp | 72.6%+24.6pp | 69.8%+27.3pp |
| Annual return | 25.76% | -9.64%+35.4pp | 701.18%-675.4pp | 1.58%+24.2pp |
| Employer contribution / active EE | $799 | $2,611-69.4% | $3,009-73.5% | $2,544-68.6% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $416-100.0% | $5,329-100.0% | $593-100.0% |