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 | $144,829 | $44,473+225.7% | $76,523+89.3% | $55,725+159.9% |
| Participation rate | 98.6% | 51.0%+47.6pp | 68.0%+30.6pp | 70.9%+27.8pp |
| Annual return | 142.53% | -2.01%+144.5pp | -0.27%+142.8pp | 244.93%-102.4pp |
| Employer contribution / active EE | $14,719 | $1,101+1236.5% | $2,647+456.0% | $2,078+608.2% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,848-100.0% | $115-100.0% |