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 | $131,365 | $39,948+228.8% | $89,391+47.0% | $73,409+78.9% |
| Participation rate | 98.6% | 50.4%+48.2pp | 68.0%+30.6pp | 72.2%+26.4pp |
| Annual return | 40.80% | 50.12%-9.3pp | 245.62%-204.8pp | 59.29%-18.5pp |
| Employer contribution / active EE | $4,343 | $1,200+262.0% | $2,586+68.0% | $2,234+94.4% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |