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 | $178,628 | $91,407+95.4% | $135,903+31.4% | $71,457+150.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.26% | 29.90%-9.6pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $24,501 | $3,703+561.6% | $4,856+404.5% | $2,588+846.9% |
| Participant deferral / active EE | $19,692 | $7,092+177.7% | $7,758+153.8% | $4,289+359.1% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |