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 | $87,308 | $31,109+180.7% | $67,711+28.9% | $52,331+66.8% |
| Participation rate | 97.3% | 54.0%+43.3pp | 67.5%+29.7pp | 68.1%+29.2pp |
| Annual return | 15.45% | 23.70%-8.2pp | 25.41%-10.0pp | 4.54%+10.9pp |
| Employer contribution / active EE | $7,885 | $1,076+633.0% | $2,559+208.1% | $1,882+319.0% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |