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 | $70,091 | $60,776+15.3% | $85,682-18.2% | $79,386-11.7% |
| Participation rate | 96.7% | 62.1%+34.6pp | 69.9%+26.8pp | 70.7%+26.0pp |
| Annual return | 23.27% | 16.57%+6.7pp | 21.49%+1.8pp | 116.85%-93.6pp |
| Employer contribution / active EE | $4,113 | $1,663+147.3% | $2,618+57.1% | $2,427+69.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $438-98.7% | $6,873-99.9% | $626-99.1% |