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 | $59,562 | $91,517-34.9% | $101,248-41.2% | $73,409-18.9% |
| Participation rate | 95.2% | 73.8%+21.5pp | 75.8%+19.4pp | 72.2%+23.1pp |
| Annual return | 47.21% | 17.17%+30.0pp | 46.47%+0.7pp | 59.29%-12.1pp |
| Employer contribution / active EE | $15,806 | $2,877+449.4% | $3,660+331.9% | $2,234+607.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |