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 9-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 | $135,387 | $80,724+67.7% | $103,333+31.0% | $74,495+81.7% |
| Participation rate | 93.5% | 65.7%+27.9pp | 74.5%+19.0pp | 67.2%+26.3pp |
| Annual return | 64.21% | 27.56%+36.7pp | 24.88%+39.3pp | 1364.94%-1300.7pp |
| Employer contribution / active EE | $1,287 | $3,157-59.2% | $3,868-66.7% | $2,623-50.9% |
| 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% |