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 10-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 | $203,072 | $101,317+100.4% | $146,958+38.2% | $74,495+172.6% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 15.26% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $7,617 | $3,810+99.9% | $4,933+54.4% | $2,623+190.4% |
| Participant deferral / active EE | $3,455 | $7,303-52.7% | $8,070-57.2% | $4,346-20.5% |
| Admin fee / account holder | $1 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |