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 3-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 | $125,633 | $89,274+40.7% | $149,718-16.1% | $77,958+61.2% |
| Participation rate | 93.2% | 87.6%+5.5pp | 87.1%+6.1pp | 71.6%+21.5pp |
| Annual return | 53.18% | 20.36%+32.8pp | 1501.63%-1448.4pp | 20.87%+32.3pp |
| Employer contribution / active EE | $3,344 | $3,727-10.3% | $5,445-38.6% | $2,310+44.7% |
| Participant deferral / active EE | $8,685 | $5,382+61.4% | $6,569+32.2% | $3,537+145.6% |
| Admin fee / account holder | $55 | $240-77.0% | $11,283-99.5% | $97-43.3% |