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 3-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 | $131,698 | $148,970-11.6% | $136,007-3.2% | $199,768-34.1% |
| Participation rate | 93.1% | 79.4%+13.8pp | 76.5%+16.7pp | 72.0%+21.1pp |
| Annual return | 19.73% | 27.07%-7.3pp | 579.32%-559.6pp | 34.26%-14.5pp |
| Employer contribution / active EE | $8,468 | $3,561+137.8% | $4,215+100.9% | $3,037+178.9% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,024-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,858-100.0% | $269-100.0% |