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 | $248,274 | $98,727+151.5% | $113,168+119.4% | $85,563+190.2% |
| Participation rate | 92.8% | 80.8%+11.9pp | 76.6%+16.2pp | 66.0%+26.8pp |
| Annual return | 19.18% | 17.43%+1.8pp | 24.27%-5.1pp | 31.51%-12.3pp |
| Employer contribution / active EE | $4,849 | $2,907+66.8% | $2,975+63.0% | $2,654+82.7% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |