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 | $43,776 | $50,815-13.9% | $155,509-71.9% | $77,643-43.6% |
| Participation rate | 99.7% | 63.1%+36.5pp | 78.2%+21.5pp | 70.6%+29.1pp |
| Annual return | 28.46% | 34.80%-6.3pp | 64.67%-36.2pp | 31.24%-2.8pp |
| Employer contribution / active EE | $965 | $1,993-51.6% | $4,672-79.4% | $2,726-64.6% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |