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 | $137,856 | $72,277+90.7% | $101,248+36.2% | $79,858+72.6% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.8%+22.9pp | 69.6%+29.0pp |
| Annual return | 48.53% | 22.30%+26.2pp | 46.47%+2.1pp | 31.71%+16.8pp |
| Employer contribution / active EE | $8,732 | $2,692+224.4% | $3,660+138.6% | $2,471+253.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |