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 9-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 | $50,404 | $59,263-14.9% | $96,562-47.8% | $79,386-36.5% |
| Participation rate | 93.4% | 61.9%+31.5pp | 69.8%+23.6pp | 70.7%+22.7pp |
| Annual return | 55.33% | 27.07%+28.3pp | 37.78%+17.6pp | 116.85%-61.5pp |
| Employer contribution / active EE | $3,255 | $1,216+167.7% | $2,356+38.1% | $2,427+34.1% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |