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 4-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 | $127,834 | $89,808+42.3% | $100,391+27.3% | $77,643+64.6% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 31.13% | 20.62%+10.5pp | 49.20%-18.1pp | 31.24%-0.1pp |
| Employer contribution / active EE | $3,978 | $3,039+30.9% | $3,942+0.9% | $2,726+45.9% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,082-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,899-100.0% | $430-100.0% |