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 | $175,804 | $34,677+407.0% | $77,024+128.2% | $64,808+171.3% |
| Participation rate | 99.4% | 49.8%+49.6pp | 67.9%+31.5pp | 71.5%+28.0pp |
| Annual return | 39.51% | -5.33%+44.8pp | 42.32%-2.8pp | 32.82%+6.7pp |
| Employer contribution / active EE | $9,264 | $1,370+576.2% | $2,812+229.4% | $2,506+269.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $179-97.0% | $5,425-99.9% | $188-97.1% |