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 | $62,303 | $79,013-21.1% | $100,391-37.9% | $74,495-16.4% |
| Participation rate | 93.8% | 79.5%+14.3pp | 81.5%+12.3pp | 67.2%+26.6pp |
| Annual return | 31.77% | 20.41%+11.4pp | 49.20%-17.4pp | 1364.94%-1333.2pp |
| Employer contribution / active EE | $7,706 | $3,021+155.1% | $3,942+95.5% | $2,623+193.8% |
| Participant deferral / active EE | $12,950 | $7,760+66.9% | $8,082+60.2% | $4,346+198.0% |
| Admin fee / account holder | $72 | $1,320-94.5% | $7,899-99.1% | $1,942-96.3% |