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 | $17,861 | $53,136-66.4% | $155,509-88.5% | $199,593-91.1% |
| Participation rate | 95.1% | 64.1%+31.1pp | 78.2%+17.0pp | 72.0%+23.2pp |
| Annual return | 62.93% | 41.15%+21.8pp | 64.67%-1.7pp | 34.25%+28.7pp |
| Employer contribution / active EE | $3,172 | $1,851+71.4% | $4,672-32.1% | $3,034+4.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |