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 3-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 | $85,933 | $79,013+8.8% | $100,391-14.4% | $74,495+15.4% |
| Participation rate | 99.1% | 79.5%+19.7pp | 81.5%+17.7pp | 67.2%+31.9pp |
| Annual return | 27.12% | 20.41%+6.7pp | 49.20%-22.1pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $5,128 | $3,021+69.7% | $3,942+30.1% | $2,623+95.5% |
| Participant deferral / active EE | $0 | $7,760-100.0% | $8,082-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,320-100.0% | $7,899-100.0% | $1,942-100.0% |