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 | $110,157 | $65,435+68.3% | $86,677+27.1% | $66,914+64.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | 99.74% | -10.89%+110.6pp | 35.91%+63.8pp | 1.58%+98.2pp |
| Employer contribution / active EE | $5,463 | $2,153+153.7% | $2,836+92.6% | $2,544+114.7% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $22 | $642-96.5% | $7,493-99.7% | $593-96.2% |