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 6-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 | $76,839 | $63,114+21.7% | $92,893-17.3% | $65,185+17.9% |
| Participation rate | 99.2% | 68.8%+30.4pp | 76.0%+23.2pp | 70.2%+29.0pp |
| Annual return | 246.91% | 28.75%+218.2pp | 109.41%+137.5pp | 29.38%+217.5pp |
| Employer contribution / active EE | $22,705 | $2,571+783.3% | $3,653+521.6% | $2,177+943.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $624-99.7% | $5,794-100.0% | $847-99.8% |