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 | $213,711 | $106,028+101.6% | $146,958+45.4% | $77,643+175.2% |
| Participation rate | 96.1% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 16.15% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $22,573 | $4,063+455.6% | $4,933+357.6% | $2,726+728.1% |
| Participant deferral / active EE | $19,089 | $7,990+138.9% | $8,070+136.6% | $4,647+310.8% |
| Admin fee / account holder | $6 | $337-98.3% | $12,998-100.0% | $430-98.7% |