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 | $42,466 | $86,655-51.0% | $119,609-64.5% | $66,914-36.5% |
| Participation rate | 98.0% | 75.6%+22.4pp | 79.3%+18.7pp | 69.8%+28.2pp |
| Annual return | -14.29% | -8.00%-6.3pp | -14.97%+0.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $6,883 | $2,536+171.4% | $4,232+62.6% | $2,544+170.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $755-99.5% | $10,323-100.0% | $593-99.4% |