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 6-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 | $93,830 | $88,507+6.0% | $98,442-4.7% | - |
| Participation rate | 99.0% | 61.4%+37.6pp | 73.3%+25.7pp | - |
| Annual return | 13.95% | 11.96%+2.0pp | 1492.73%-1478.8pp | - |
| Employer contribution / active EE | $2,836 | $1,785+58.9% | $2,960-4.2% | - |
| Participant deferral / active EE | $3,785 | $2,583+46.6% | $4,276-11.5% | - |
| Admin fee / account holder | $6 | $5,313-99.9% | $5,949-99.9% | - |