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 | $154,859 | $95,274+62.5% | $135,903+13.9% | $74,419+108.1% |
| Participation rate | 95.9% | 78.2%+17.7pp | 81.9%+14.0pp | 70.7%+25.2pp |
| Annual return | 22.07% | 32.77%-10.7pp | 68.23%-46.2pp | 34.38%-12.3pp |
| Employer contribution / active EE | $8,274 | $3,874+113.6% | $4,856+70.4% | $2,637+213.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |