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 | $49,797 | $82,917-39.9% | $103,333-51.8% | $77,643-35.9% |
| Participation rate | 99.8% | 71.6%+28.2pp | 74.5%+25.3pp | 70.6%+29.2pp |
| Annual return | 15.61% | 19.13%-3.5pp | 24.88%-9.3pp | 31.24%-15.6pp |
| Employer contribution / active EE | $3,111 | $3,552-12.4% | $3,868-19.6% | $2,726+14.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $18 | $638-97.2% | $8,355-99.8% | $430-95.8% |