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 | $147,805 | $50,956+190.1% | $96,562+53.1% | $86,799+70.3% |
| Participation rate | 99.6% | 65.2%+34.4pp | 69.8%+29.8pp | 72.3%+27.3pp |
| Annual return | 43.25% | 21.27%+22.0pp | 37.78%+5.5pp | 97.91%-54.7pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $7,178 | $2,954+143.0% | $3,849+86.5% | $4,131+73.8% |
| Admin fee / account holder | $2 | $166-98.7% | $6,181-100.0% | $170-98.7% |