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 | $75,362 | $64,119+17.5% | $112,228-32.8% | $66,914+12.6% |
| Participation rate | 98.3% | 68.5%+29.9pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | 24.59% | -13.81%+38.4pp | 27.45%-2.9pp | 1.58%+23.0pp |
| Employer contribution / active EE | $7,346 | $3,005+144.4% | $3,635+102.1% | $2,544+188.8% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |