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 | $148,997 | $81,460+82.9% | $103,333+44.2% | $80,856+84.3% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.6%+30.7pp |
| Annual return | 118.08% | 25.55%+92.5pp | 24.88%+93.2pp | 35.59%+82.5pp |
| Employer contribution / active EE | $13,174 | $3,105+324.3% | $3,868+240.6% | $2,755+378.2% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |