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 10-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 | $188,714 | $101,523+85.9% | $141,162+33.7% | $77,787+142.6% |
| Participation rate | 77.3% | 77.4%0pp | 82.5%-5.1pp | 73.2%+4.1pp |
| Annual return | 25.54% | 56.22%-30.7pp | 71.39%-45.9pp | 32.57%-7.0pp |
| Employer contribution / active EE | $4,802 | $3,341+43.7% | $4,735+1.4% | $2,504+91.7% |
| Participant deferral / active EE | $10,235 | $6,434+59.1% | $6,709+52.6% | $3,967+158.0% |
| Admin fee / account holder | $0 | $92-100.0% | $10,261-100.0% | $100-100.0% |