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 | $228,792 | $145,877+56.8% | $150,045+52.5% | $102,872+122.4% |
| Participation rate | 86.2% | 79.8%+6.4pp | 82.3%+3.9pp | 73.0%+13.2pp |
| Annual return | 41.99% | 21.37%+20.6pp | 62.55%-20.6pp | 19.06%+22.9pp |
| Employer contribution / active EE | $5,286 | $4,710+12.2% | $4,693+12.6% | $3,526+49.9% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $3 | $176-98.2% | $13,435-100.0% | $292-98.9% |