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 | $235,757 | $121,341+94.3% | $189,513+24.4% | $79,386+197.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 23.46% | 21.08%+2.4pp | 555.15%-531.7pp | 116.85%-93.4pp |
| Employer contribution / active EE | $6,979 | $3,915+78.3% | $6,162+13.3% | $2,427+187.5% |
| Participant deferral / active EE | $5,349 | $6,395-16.4% | $8,221-34.9% | $4,046+32.2% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |