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 | $103,421 | $49,451+109.1% | $79,550+30.0% | $66,914+54.6% |
| Participation rate | 97.5% | 61.3%+36.2pp | 69.5%+28.0pp | 69.8%+27.7pp |
| Annual return | 110.22% | 84.25%+26.0pp | 0.16%+110.1pp | 1.58%+108.6pp |
| Employer contribution / active EE | $4,825 | $1,266+281.3% | $2,413+100.0% | $2,544+89.7% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |