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 | $135,347 | $100,923+34.1% | $150,045-9.8% | $74,304+82.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 17.19% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.2pp |
| Employer contribution / active EE | $3,329 | $3,463-3.9% | $4,693-29.1% | $2,241+48.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $10 | $2,767-99.7% | $13,435-99.9% | $2,969-99.7% |