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 | $234,198 | $62,327+275.8% | $120,354+94.6% | $74,495+214.4% |
| Participation rate | 98.1% | 56.8%+41.3pp | 71.9%+26.2pp | 67.2%+30.9pp |
| Annual return | 18.56% | 18.61%0pp | 107.15%-88.6pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $8,316 | $1,843+351.1% | $3,463+140.2% | $2,623+217.0% |
| Participant deferral / active EE | $0 | $2,893-100.0% | $4,991-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,396-100.0% | $9,423-100.0% | $1,942-100.0% |