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 6-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 | $69,452 | $73,933-6.1% | $96,683-28.2% | $75,163-7.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 156.09% | 26.70%+129.4pp | 35.69%+120.4pp | 160.62%-4.5pp |
| Employer contribution / active EE | $2,676 | $2,928-8.6% | $3,737-28.4% | $2,670+0.2% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $14 | $5,216-99.7% | $6,730-99.8% | $5,651-99.7% |