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 10-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 | $116,013 | $84,487+37.3% | $125,339-7.4% | $66,914+73.4% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+17.0pp | 69.8%+29.5pp |
| Annual return | 23.45% | -8.39%+31.8pp | 572.05%-548.6pp | 1.58%+21.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,665 | $6,781-46.0% | $7,446-50.8% | $4,237-13.5% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |