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 10-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 | $248,364 | $76,670+223.9% | $96,683+156.9% | $71,457+247.6% |
| Participation rate | 96.1% | 66.6%+29.6pp | 74.3%+21.8pp | 67.9%+28.2pp |
| Annual return | 59.46% | 48.29%+11.2pp | 35.69%+23.8pp | 28.85%+30.6pp |
| Employer contribution / active EE | $2,327 | $3,031-23.3% | $3,737-37.7% | $2,588-10.1% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |