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 8-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 | $135,059 | $92,971+45.3% | $96,683+39.7% | $74,419+81.5% |
| Participation rate | 98.2% | 71.5%+26.7pp | 74.3%+23.9pp | 70.7%+27.5pp |
| Annual return | 115.25% | 37.49%+77.8pp | 35.69%+79.6pp | 34.38%+80.9pp |
| Employer contribution / active EE | $11,097 | $3,426+223.9% | $3,737+197.0% | $2,637+320.8% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |