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 | $92,295 | $44,873+105.7% | $79,464+16.1% | $56,287+64.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | 21.25% | 0.81%+20.4pp | 718.14%-696.9pp | -9.96%+31.2pp |
| Employer contribution / active EE | $7,260 | $2,140+239.2% | $2,800+159.2% | $2,111+243.9% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $418-99.9% | $5,113-100.0% | $521-99.9% |