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 9-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 | $188,503 | $65,862+186.2% | $124,672+51.2% | $79,386+137.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 74.6%+25.4pp | 70.7%+29.3pp |
| Annual return | 23.38% | 19.02%+4.4pp | 5142.93%-5119.6pp | 116.85%-93.5pp |
| Employer contribution / active EE | $6,318 | $1,883+235.5% | $3,324+90.1% | $2,427+160.3% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,614-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,493-100.0% | $626-100.0% |