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 10-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 | $177,545 | $60,323+194.3% | $81,812+117.0% | $74,495+138.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.62% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $9,165 | $2,620+249.8% | $2,912+214.7% | $2,623+249.4% |
| Participant deferral / active EE | $9,709 | $3,387+186.6% | $4,319+124.8% | $4,346+123.4% |
| Admin fee / account holder | $4 | $1,486-99.7% | $7,386-99.9% | $1,942-99.8% |