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 | $131,485 | $69,823+88.3% | $77,163+70.4% | $74,419+76.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 38.28% | 19.98%+18.3pp | 37.87%+0.4pp | 34.38%+3.9pp |
| Employer contribution / active EE | $9,181 | $2,150+327.0% | $2,535+262.2% | $2,637+248.1% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $398-99.8% | $5,472-100.0% | $348-99.8% |