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 | $131,100 | $58,347+124.7% | $85,682+53.0% | $86,799+51.0% |
| Participation rate | 76.3% | 64.9%+11.4pp | 69.9%+6.4pp | 72.3%+4.0pp |
| Annual return | 141.48% | 18.43%+123.0pp | 21.49%+120.0pp | 97.91%+43.6pp |
| Employer contribution / active EE | $23,540 | $1,751+1244.6% | $2,618+799.0% | $2,405+878.7% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $147-99.9% | $6,873-100.0% | $170-99.9% |