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 | $63,627 | $92,971-31.6% | $96,683-34.2% | $74,419-14.5% |
| Participation rate | 86.8% | 71.5%+15.3pp | 74.3%+12.5pp | 70.7%+16.1pp |
| Annual return | 127.57% | 37.49%+90.1pp | 35.69%+91.9pp | 34.38%+93.2pp |
| Employer contribution / active EE | $8,600 | $3,426+151.1% | $3,737+130.2% | $2,637+226.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |