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 | $57,284 | $55,449+3.3% | $83,848-31.7% | $56,287+1.8% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.2pp | 69.9%+29.5pp |
| Annual return | 312.14% | -1.38%+313.5pp | 850.88%-538.7pp | -9.96%+322.1pp |
| Employer contribution / active EE | $5,387 | $2,430+121.7% | $3,631+48.4% | $2,111+155.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |