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 | $92,759 | $69,362+33.7% | $101,248-8.4% | $73,488+26.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 32.76% | 18.46%+14.3pp | 46.47%-13.7pp | 28.51%+4.2pp |
| Employer contribution / active EE | $9,469 | $2,628+260.3% | $3,660+158.8% | $2,270+317.1% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,945-100.0% | $513-99.8% |