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 | $91,464 | $54,237+68.6% | $90,281+1.3% | $67,579+35.3% |
| Participation rate | 99.4% | 68.6%+30.8pp | 73.3%+26.2pp | 71.3%+28.2pp |
| Annual return | 26.87% | 37.27%-10.4pp | 78.10%-51.2pp | 378.56%-351.7pp |
| Employer contribution / active EE | $5,034 | $1,846+172.7% | $2,854+76.4% | $2,148+134.4% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,351-100.0% | $142-100.0% |