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 | $173,330 | $93,182+86.0% | $146,665+18.2% | $79,386+118.3% |
| Participation rate | 92.2% | 76.4%+15.8pp | 80.1%+12.1pp | 70.7%+21.5pp |
| Annual return | 19.01% | 21.61%-2.6pp | 22.74%-3.7pp | 116.85%-97.8pp |
| Employer contribution / active EE | $15,923 | $2,420+558.1% | $4,136+285.0% | $2,427+555.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |