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 | $86,994 | $50,385+72.7% | $75,670+15.0% | $62,292+39.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 615.84% | 19.90%+595.9pp | 27.34%+588.5pp | 28.90%+586.9pp |
| Employer contribution / active EE | $8,708 | $1,537+466.5% | $2,352+270.3% | $2,042+326.4% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,142-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $384-100.0% | $5,800-100.0% | $479-100.0% |