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 | $91,167 | $47,634+91.4% | $90,404+0.8% | $90,288+1.0% |
| Participation rate | 99.2% | 67.5%+31.7pp | 72.7%+26.5pp | 73.4%+25.8pp |
| Annual return | 33.53% | 19.61%+13.9pp | 1293.02%-1259.5pp | 53.97%-20.4pp |
| Employer contribution / active EE | $6,696 | $1,749+282.9% | $3,262+105.3% | $2,524+165.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $5,611-100.0% | $114-100.0% |