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 7-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 | $118,862 | $48,230+146.4% | $67,502+76.1% | $80,856+47.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.39% | 18.28%-6.9pp | 3512.12%-3500.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,060 | $2,020+101.0% | $2,731+48.7% | $2,755+47.4% |
| Participant deferral / active EE | $8,213 | $2,924+180.9% | $4,000+105.3% | $4,296+91.2% |
| Admin fee / account holder | $9 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |