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 3-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 | $59,729 | $80,724-26.0% | $103,333-42.2% | $74,495-19.8% |
| Participation rate | 97.2% | 65.7%+31.5pp | 74.5%+22.6pp | 67.2%+30.0pp |
| Annual return | 336.36% | 27.56%+308.8pp | 24.88%+311.5pp | 1364.94%-1028.6pp |
| Employer contribution / active EE | $3,531 | $3,157+11.8% | $3,868-8.7% | $2,623+34.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |