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 | $231,951 | $91,372+153.9% | $129,995+78.4% | $74,419+211.7% |
| Participation rate | 93.4% | 77.8%+15.6pp | 78.5%+14.9pp | 70.7%+22.7pp |
| Annual return | 29.46% | 23.21%+6.3pp | -137.18%+166.6pp | 34.38%-4.9pp |
| Employer contribution / active EE | $13,618 | $2,563+431.2% | $4,320+215.3% | $2,637+416.3% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |