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 7-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 | $62,142 | $27,641+124.8% | $61,373+1.3% | $68,494-9.3% |
| Participation rate | 93.2% | 39.5%+53.7pp | 52.6%+40.6pp | 67.9%+25.3pp |
| Annual return | 510.22% | -13.24%+523.5pp | 338.61%+171.6pp | -7.84%+518.1pp |
| Employer contribution / active EE | $6,314 | $695+807.8% | $1,159+444.6% | $2,596+143.2% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |