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 6-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 | $85,356 | $50,982+67.4% | $154,803-44.9% | $85,563-0.2% |
| Participation rate | 99.7% | 59.8%+39.9pp | 78.1%+21.6pp | 66.0%+33.7pp |
| Annual return | 127.35% | 30.35%+97.0pp | 58.88%+68.5pp | 31.51%+95.8pp |
| Employer contribution / active EE | $985 | $1,708-42.3% | $4,305-77.1% | $2,654-62.9% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $3 | $846-99.7% | $14,329-100.0% | $834-99.7% |