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 | $73,121 | $73,933-1.1% | $96,683-24.4% | $75,163-2.7% |
| Participation rate | 98.0% | 66.4%+31.5pp | 74.3%+23.6pp | 67.2%+30.8pp |
| Annual return | 55.61% | 26.70%+28.9pp | 35.69%+19.9pp | 160.62%-105.0pp |
| Employer contribution / active EE | $4,352 | $2,928+48.7% | $3,737+16.5% | $2,670+63.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $12 | $5,216-99.8% | $6,730-99.8% | $5,651-99.8% |