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 | $38,417 | $84,784-54.7% | $98,439-61.0% | $74,419-48.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 19.78% | 20.59%-0.8pp | 21.16%-1.4pp | 34.38%-14.6pp |
| Employer contribution / active EE | $7,128 | $3,364+111.9% | $3,048+133.9% | $2,637+170.3% |
| Participant deferral / active EE | $5,678 | $5,218+8.8% | $4,738+19.9% | $4,528+25.4% |
| Admin fee / account holder | $7 | $204-96.5% | $8,948-99.9% | $348-97.9% |