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 | $82,679 | $66,813+23.7% | $100,516-17.7% | $73,488+12.5% |
| Participation rate | 97.8% | 77.5%+20.4pp | 79.4%+18.4pp | 70.7%+27.1pp |
| Annual return | 38.62% | 25.70%+12.9pp | 30.89%+7.7pp | 28.51%+10.1pp |
| Employer contribution / active EE | $3,220 | $2,147+50.0% | $3,418-5.8% | $2,270+41.8% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $512-99.9% | $8,081-100.0% | $513-99.9% |