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 | $103,455 | $72,254+43.2% | $86,677+19.4% | $64,808+59.6% |
| Participation rate | 98.2% | 80.4%+17.8pp | 76.6%+21.6pp | 71.5%+26.7pp |
| Annual return | 29.32% | 392.42%-363.1pp | 35.91%-6.6pp | 32.82%-3.5pp |
| Employer contribution / active EE | $18,872 | $2,393+688.7% | $2,836+565.3% | $2,506+653.1% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |