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 5-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 | $93,645 | $86,944+7.7% | $107,525-12.9% | $74,304+26.0% |
| Participation rate | 98.5% | 59.6%+39.0pp | 75.1%+23.4pp | 60.3%+38.2pp |
| Annual return | 334.62% | 23.52%+311.1pp | 181.32%+153.3pp | 29.43%+305.2pp |
| Employer contribution / active EE | $7,232 | $2,757+162.3% | $3,754+92.7% | $2,241+222.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |