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 9-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 | $129,404 | $50,127+158.2% | $149,673-13.5% | $80,160+61.4% |
| Participation rate | 76.6% | 64.3%+12.3pp | 78.8%-2.2pp | 72.9%+3.6pp |
| Annual return | 22.93% | 29.82%-6.9pp | 134.42%-111.5pp | 40.38%-17.5pp |
| Employer contribution / active EE | $5,091 | $1,865+173.0% | $4,818+5.7% | $2,978+71.0% |
| Participant deferral / active EE | $9,360 | $3,194+193.1% | $5,680+64.8% | $5,017+86.6% |
| Admin fee / account holder | $0 | $153-100.0% | $13,210-100.0% | $145-100.0% |