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 4-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 | $83,547 | $49,451+68.9% | $79,550+5.0% | $66,914+24.9% |
| Participation rate | 98.6% | 61.3%+37.3pp | 69.5%+29.1pp | 69.8%+28.8pp |
| Annual return | 4.73% | 84.25%-79.5pp | 0.16%+4.6pp | 1.58%+3.2pp |
| Employer contribution / active EE | $2,581 | $1,266+104.0% | $2,413+7.0% | $2,544+1.5% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $595-98.7% | $6,832-99.9% | $593-98.7% |