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 8-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 | $140,413 | $52,293+168.5% | $178,490-21.3% | $73,409+91.3% |
| Participation rate | 99.4% | 65.3%+34.0pp | 81.9%+17.5pp | 72.2%+27.2pp |
| Annual return | 28.65% | 34.75%-6.1pp | 151.07%-122.4pp | 59.29%-30.6pp |
| Employer contribution / active EE | $6,414 | $1,735+269.6% | $5,011+28.0% | $2,234+187.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |