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 9-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 | $54,800 | $79,128-30.7% | $106,548-48.6% | - |
| Participation rate | 94.9% | 77.1%+17.9pp | 76.1%+18.8pp | - |
| Annual return | 11.98% | 16.17%-4.2pp | 26.80%-14.8pp | - |
| Employer contribution / active EE | $4,022 | $3,116+29.1% | $2,819+42.7% | - |
| Participant deferral / active EE | $3,943 | $3,862+2.1% | $4,398-10.3% | - |
| Admin fee / account holder | $10 | $2,807-99.6% | $7,407-99.9% | - |