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 9-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 | $28,076 | $51,466-45.4% | $78,778-64.4% | $62,292-54.9% |
| Participation rate | 100.0% | 59.8%+40.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.88% | 19.96%-5.1pp | 35.62%-20.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $3,636 | $827+339.5% | $1,986+83.1% | $2,042+78.0% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |