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 | $181,078 | $66,457+172.5% | $81,382+122.5% | $77,643+133.2% |
| Participation rate | 99.0% | 68.7%+30.2pp | 69.5%+29.5pp | 70.6%+28.4pp |
| Annual return | 38.74% | 15.93%+22.8pp | 24.73%+14.0pp | 31.24%+7.5pp |
| Employer contribution / active EE | $8,788 | $2,159+307.0% | $2,463+256.8% | $2,726+222.4% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $583-99.9% | $5,768-100.0% | $430-99.8% |