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 | $112,346 | $54,517+106.1% | $75,972+47.9% | $74,495+50.8% |
| Participation rate | 93.4% | 60.3%+33.1pp | 69.1%+24.4pp | 67.2%+26.2pp |
| Annual return | 11.00% | 31.82%-20.8pp | 359.55%-348.5pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $14,578 | $1,777+720.3% | $2,685+443.0% | $2,623+455.8% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |