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 | $170,271 | $76,670+122.1% | $96,683+76.1% | $71,457+138.3% |
| Participation rate | 96.3% | 66.6%+29.7pp | 74.3%+21.9pp | 67.9%+28.3pp |
| Annual return | 77.37% | 48.29%+29.1pp | 35.69%+41.7pp | 28.85%+48.5pp |
| Employer contribution / active EE | $12,841 | $3,031+323.6% | $3,737+243.6% | $2,588+396.2% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |