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 | $52,423 | $101,317-48.3% | $146,958-64.3% | $74,495-29.6% |
| Participation rate | 83.8% | 75.5%+8.3pp | 82.2%+1.7pp | 67.2%+16.6pp |
| Annual return | 23.97% | 8730.91%-8706.9pp | 418.34%-394.4pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $4,048 | $3,810+6.2% | $4,933-17.9% | $2,623+54.3% |
| Participant deferral / active EE | $7,548 | $7,303+3.3% | $8,070-6.5% | $4,346+73.7% |
| Admin fee / account holder | $23 | $1,739-98.7% | $12,998-99.8% | $1,942-98.8% |