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 | $112,706 | $27,839+304.9% | $58,482+92.7% | $71,457+57.7% |
| Participation rate | 98.7% | 34.5%+64.2pp | 50.9%+47.9pp | 67.9%+30.8pp |
| Annual return | 21.51% | 26.81%-5.3pp | 4239.32%-4217.8pp | 28.85%-7.3pp |
| Employer contribution / active EE | $8,684 | $631+1276.9% | $1,053+724.5% | $2,588+235.6% |
| Participant deferral / active EE | $0 | $1,206-100.0% | $1,924-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,641-99.9% | $2,516-100.0% | $1,587-99.9% |