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 3-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 | $168,499 | $91,407+84.3% | $135,903+24.0% | $71,457+135.8% |
| Participation rate | 94.5% | 75.7%+18.8pp | 81.9%+12.6pp | 67.9%+26.6pp |
| Annual return | 28.61% | 29.90%-1.3pp | 68.23%-39.6pp | 28.85%-0.2pp |
| Employer contribution / active EE | $15,237 | $3,703+311.4% | $4,856+213.8% | $2,588+488.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,266-99.9% | $10,762-100.0% | $1,587-99.9% |