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 | $130,316 | $104,317+24.9% | $159,436-18.3% | $86,799+50.1% |
| Participation rate | 92.9% | 77.7%+15.2pp | 82.8%+10.0pp | 72.3%+20.6pp |
| Annual return | 17.43% | 26.32%-8.9pp | 263.57%-246.1pp | 97.91%-80.5pp |
| Employer contribution / active EE | $7,739 | $3,451+124.3% | $4,829+60.3% | $2,405+221.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |