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 7-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 | $36,178 | $50,956-29.0% | $96,562-62.5% | $86,799-58.3% |
| Participation rate | 98.4% | 65.2%+33.2pp | 69.8%+28.6pp | 72.3%+26.1pp |
| Annual return | 108.08% | 21.27%+86.8pp | 37.78%+70.3pp | 97.91%+10.2pp |
| Employer contribution / active EE | $2,677 | $1,111+141.0% | $2,356+13.6% | $2,405+11.3% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |