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 | $64,377 | $52,884+21.7% | $84,750-24.0% | $55,167+16.7% |
| Participation rate | 98.1% | 67.5%+30.6pp | 76.6%+21.5pp | 69.0%+29.1pp |
| Annual return | 11.72% | 18.03%-6.3pp | 22.78%-11.1pp | 169.23%-157.5pp |
| Employer contribution / active EE | $12,588 | $2,233+463.6% | $3,574+252.2% | $1,963+541.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |