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 | $225,033 | $101,317+122.1% | $146,958+53.1% | $74,495+202.1% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 118.04% | 8730.91%-8612.9pp | 418.34%-300.3pp | 1364.94%-1246.9pp |
| Employer contribution / active EE | $4,273 | $3,810+12.1% | $4,933-13.4% | $2,623+62.9% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |