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 7-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 | $154,023 | $91,407+68.5% | $135,903+13.3% | $71,457+115.5% |
| Participation rate | 95.4% | 75.7%+19.8pp | 81.9%+13.5pp | 67.9%+27.5pp |
| Annual return | 25.83% | 29.90%-4.1pp | 68.23%-42.4pp | 28.85%-3.0pp |
| Employer contribution / active EE | $9,948 | $3,703+168.6% | $4,856+104.8% | $2,588+284.4% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |