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 4-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 | $99,081 | $76,670+29.2% | $96,683+2.5% | $71,457+38.7% |
| Participation rate | 98.3% | 66.6%+31.7pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 410.88% | 48.29%+362.6pp | 35.69%+375.2pp | 28.85%+382.0pp |
| Employer contribution / active EE | $5,556 | $3,031+83.3% | $3,737+48.7% | $2,588+114.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |