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 7-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 | $96,758 | $80,724+19.9% | $103,333-6.4% | $74,495+29.9% |
| Participation rate | 89.0% | 65.7%+23.3pp | 74.5%+14.5pp | 67.2%+21.8pp |
| Annual return | 38.77% | 27.56%+11.2pp | 24.88%+13.9pp | 1364.94%-1326.2pp |
| Employer contribution / active EE | $7,698 | $3,157+143.8% | $3,868+99.0% | $2,623+193.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |