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 | $204,147 | $55,415+268.4% | $155,509+31.3% | $74,495+174.0% |
| Participation rate | 97.8% | 61.9%+35.9pp | 78.2%+19.6pp | 67.2%+30.6pp |
| Annual return | 14.09% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $9,037 | $2,267+298.6% | $4,672+93.4% | $2,623+244.5% |
| Participant deferral / active EE | $7,782 | $2,836+174.4% | $5,626+38.3% | $4,346+79.1% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |