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 6-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 | $74,788 | $54,573+37.0% | $90,951-17.8% | $73,488+1.8% |
| Participation rate | 98.3% | 61.2%+37.1pp | 69.0%+29.2pp | 70.7%+27.6pp |
| Annual return | 2420.02% | 16.69%+2403.3pp | 134.60%+2285.4pp | 28.51%+2391.5pp |
| Employer contribution / active EE | $553 | $991-44.2% | $2,122-73.9% | $2,270-75.6% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |