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 4-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 | $73,895 | $87,870-15.9% | $113,168-34.7% | $74,304-0.6% |
| Participation rate | 99.6% | 70.7%+28.8pp | 76.6%+23.0pp | 60.3%+39.2pp |
| Annual return | 40.54% | 26.44%+14.1pp | 24.27%+16.3pp | 29.43%+11.1pp |
| Employer contribution / active EE | $5,226 | $2,277+129.5% | $2,975+75.7% | $2,241+133.2% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |