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 8-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 | $37,213 | $73,102-49.1% | $123,544-69.9% | $56,287-33.9% |
| Participation rate | 98.9% | 74.3%+24.6pp | 82.3%+16.7pp | 69.9%+29.1pp |
| Annual return | 19.92% | 3.01%+16.9pp | 119.20%-99.3pp | -9.96%+29.9pp |
| Employer contribution / active EE | $4,325 | $2,977+45.3% | $4,628-6.6% | $2,111+104.9% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $554-99.5% | $9,284-100.0% | $521-99.5% |