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 7-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 | $51,948 | $80,753-35.7% | $136,294-61.9% | $62,292-16.6% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 25.45% | 35.83%-10.4pp | 5155.94%-5130.5pp | 28.90%-3.4pp |
| Employer contribution / active EE | $3,279 | $2,884+13.7% | $4,695-30.2% | $2,042+60.6% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $11 | $525-97.8% | $9,243-99.9% | $479-97.6% |