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 | $68,955 | $43,133+59.9% | $89,391-22.9% | $73,488-6.2% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | 23.51% | 135.66%-112.2pp | 245.62%-222.1pp | 28.51%-5.0pp |
| Employer contribution / active EE | $3,937 | $1,438+173.8% | $2,586+52.3% | $2,270+73.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $444-99.8% | $4,881-100.0% | $513-99.8% |