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 9-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 | $41,415 | $73,102-43.3% | $123,544-66.5% | $56,287-26.4% |
| Participation rate | 99.4% | 74.3%+25.1pp | 82.3%+17.1pp | 69.9%+29.6pp |
| Annual return | 12.52% | 3.01%+9.5pp | 119.20%-106.7pp | -9.96%+22.5pp |
| Employer contribution / active EE | $6,274 | $2,977+110.8% | $4,628+35.6% | $2,111+197.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |