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 9-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 | $123,773 | $37,426+230.7% | $77,482+59.7% | $79,858+55.0% |
| Participation rate | 88.0% | 41.5%+46.5pp | 54.2%+33.9pp | 69.6%+18.4pp |
| Annual return | 86.96% | 39.70%+47.3pp | 54.79%+32.2pp | 31.71%+55.2pp |
| Employer contribution / active EE | $5,281 | $637+729.4% | $986+435.3% | $2,471+113.7% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |