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 | $62,862 | $89,652-29.9% | $141,162-55.5% | $65,185-3.6% |
| Participation rate | 99.6% | 74.7%+24.9pp | 82.5%+17.1pp | 70.2%+29.4pp |
| Annual return | 62.20% | 32.79%+29.4pp | 71.39%-9.2pp | 29.38%+32.8pp |
| Employer contribution / active EE | $6,023 | $3,065+96.5% | $4,735+27.2% | $2,177+176.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |