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 8-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 | $89,922 | $32,425+177.3% | $74,583+20.6% | $55,167+63.0% |
| Participation rate | 97.3% | 54.0%+43.3pp | 68.1%+29.2pp | 69.0%+28.3pp |
| Annual return | 19.81% | 10.63%+9.2pp | 20.47%-0.7pp | 169.23%-149.4pp |
| Employer contribution / active EE | $6,423 | $1,043+515.6% | $2,525+154.4% | $1,963+227.3% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $748-100.0% | $4,138-100.0% | $504-100.0% |