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 | $64,262 | $45,825+40.2% | $90,645-29.1% | $56,287+14.2% |
| Participation rate | 98.1% | 66.7%+31.4pp | 74.0%+24.1pp | 69.9%+28.2pp |
| Annual return | 2155.81% | 38.64%+2117.2pp | 1.88%+2153.9pp | -9.96%+2165.8pp |
| Employer contribution / active EE | $3,165 | $1,372+130.6% | $2,532+25.0% | $2,111+49.9% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |