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 | $214,653 | $93,182+130.4% | $146,665+46.4% | $79,386+170.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 148.85% | 21.61%+127.2pp | 22.74%+126.1pp | 116.85%+32.0pp |
| Employer contribution / active EE | $8,320 | $2,420+243.9% | $4,136+101.2% | $2,427+242.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $6 | $585-99.0% | $10,280-99.9% | $626-99.0% |