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 | $133,540 | $57,281+133.1% | $86,612+54.2% | $75,163+77.7% |
| Participation rate | 95.1% | 63.2%+31.9pp | 71.7%+23.4pp | 67.2%+27.9pp |
| Annual return | 20.64% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-140.0pp |
| Employer contribution / active EE | $3,981 | $2,314+72.0% | $3,022+31.7% | $2,670+49.1% |
| Participant deferral / active EE | $5,172 | $3,318+55.9% | $4,438+16.5% | $4,125+25.4% |
| Admin fee / account holder | $32 | $4,112-99.2% | $5,614-99.4% | $5,651-99.4% |