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 5-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 | $52,920 | $95,274-44.5% | $135,903-61.1% | $74,419-28.9% |
| Participation rate | 84.3% | 78.2%+6.1pp | 81.9%+2.4pp | 70.7%+13.5pp |
| Annual return | 38.90% | 32.77%+6.1pp | 68.23%-29.3pp | 34.38%+4.5pp |
| Employer contribution / active EE | $1,280 | $3,874-67.0% | $4,856-73.6% | $2,637-51.5% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |