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 9-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 | $150,959 | $76,670+96.9% | $96,683+56.1% | $71,457+111.3% |
| Participation rate | 99.5% | 66.6%+33.0pp | 74.3%+25.2pp | 67.9%+31.6pp |
| Annual return | 82.30% | 48.29%+34.0pp | 35.69%+46.6pp | 28.85%+53.5pp |
| Employer contribution / active EE | $12,876 | $3,031+324.7% | $3,737+244.6% | $2,588+397.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |