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 8-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 | $38,503 | $80,724-52.3% | $103,333-62.7% | $74,495-48.3% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 13.96% | 27.56%-13.6pp | 24.88%-10.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,033 | $3,157+27.7% | $3,868+4.3% | $2,623+53.7% |
| Participant deferral / active EE | $5,286 | $3,860+36.9% | $5,057+4.5% | $4,346+21.6% |
| Admin fee / account holder | $12 | $2,368-99.5% | $8,355-99.9% | $1,942-99.4% |