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 6-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 | $242,914 | $99,078+145.2% | $96,544+151.6% | $74,419+226.4% |
| Participation rate | 84.9% | 80.7%+4.3pp | 76.0%+9.0pp | 70.7%+14.2pp |
| Annual return | 24.79% | 22.48%+2.3pp | 25.84%-1.1pp | 34.38%-9.6pp |
| Employer contribution / active EE | $5,702 | $2,570+121.9% | $2,965+92.3% | $2,637+116.2% |
| Participant deferral / active EE | $0 | $4,933-100.0% | $4,851-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,252-100.0% | $348-100.0% |