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 | $213,263 | $101,317+110.5% | $146,958+45.1% | $74,495+186.3% |
| Participation rate | 98.1% | 75.5%+22.6pp | 82.2%+16.0pp | 67.2%+30.9pp |
| Annual return | 27.04% | 8730.91%-8703.9pp | 418.34%-391.3pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $15,640 | $3,810+310.5% | $4,933+217.0% | $2,623+496.3% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |