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 | $43,462 | $43,423+0.1% | $78,689-44.8% | $55,167-21.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 52.25% | 11.53%+40.7pp | 62.18%-9.9pp | 169.23%-117.0pp |
| Employer contribution / active EE | $11,543 | $1,997+478.1% | $2,851+304.9% | $1,963+488.2% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $416-99.8% | $4,510-100.0% | $504-99.8% |