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 | $203,546 | $82,917+145.5% | $103,333+97.0% | $77,643+162.2% |
| Participation rate | 99.3% | 71.6%+27.7pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 68.25% | 19.13%+49.1pp | 24.88%+43.4pp | 31.24%+37.0pp |
| Employer contribution / active EE | $10,280 | $3,552+189.4% | $3,868+165.8% | $2,726+277.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |