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 | $102,273 | $64,871+57.7% | $129,110-20.8% | $66,914+52.8% |
| Participation rate | 94.1% | 74.0%+20.2pp | 77.3%+16.9pp | 69.8%+24.3pp |
| Annual return | 38.39% | -12.21%+50.6pp | -10.94%+49.3pp | 1.58%+36.8pp |
| Employer contribution / active EE | $5,210 | $3,741+39.3% | $5,052+3.1% | $2,544+104.8% |
| Participant deferral / active EE | $0 | $5,090-100.0% | $6,542-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $629-100.0% | $14,302-100.0% | $593-100.0% |