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 | $92,608 | $54,701+69.3% | $86,188+7.4% | $71,457+29.6% |
| Participation rate | 95.9% | 60.1%+35.8pp | 69.0%+26.9pp | 67.9%+28.0pp |
| Annual return | 26.44% | 20.06%+6.4pp | 1168.45%-1142.0pp | 28.85%-2.4pp |
| Employer contribution / active EE | $6,507 | $1,265+414.4% | $2,380+173.4% | $2,588+151.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $1,922-99.8% | $6,852-99.9% | $1,587-99.7% |