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 8-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 | $21,010 | $60,323-65.2% | $81,812-74.3% | $74,495-71.8% |
| Participation rate | 92.9% | 62.9%+30.1pp | 72.3%+20.6pp | 67.2%+25.7pp |
| Annual return | 15.47% | 16.90%-1.4pp | 773.79%-758.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $3,635 | $2,620+38.7% | $2,912+24.8% | $2,623+38.6% |
| Participant deferral / active EE | $3,129 | $3,387-7.6% | $4,319-27.5% | $4,346-28.0% |
| Admin fee / account holder | $12 | $1,486-99.2% | $7,386-99.8% | $1,942-99.4% |