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 | $54,967 | $82,202-33.1% | $125,339-56.1% | $64,808-15.2% |
| Participation rate | 98.8% | 77.9%+20.9pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | 82.84% | 3.48%+79.4pp | 572.05%-489.2pp | 32.82%+50.0pp |
| Employer contribution / active EE | $4,566 | $3,615+26.3% | $4,814-5.1% | $2,506+82.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |