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 | $54,986 | $63,114-12.9% | $92,893-40.8% | $65,185-15.6% |
| Participation rate | 98.4% | 68.8%+29.7pp | 76.0%+22.4pp | 70.2%+28.2pp |
| Annual return | 118.33% | 28.75%+89.6pp | 109.41%+8.9pp | 29.38%+88.9pp |
| Employer contribution / active EE | $8,446 | $2,571+228.6% | $3,653+131.2% | $2,177+288.0% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |