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 | $243,519 | $47,922+408.2% | $75,886+220.9% | $65,185+273.6% |
| Participation rate | 91.9% | 63.0%+28.9pp | 69.3%+22.6pp | 70.2%+21.7pp |
| Annual return | 19.73% | 24.12%-4.4pp | 30.76%-11.0pp | 29.38%-9.7pp |
| Employer contribution / active EE | $4,138 | $1,557+165.7% | $2,500+65.5% | $2,177+90.1% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,418-100.0% | $847-100.0% |