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 4-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 | $237,599 | $76,050+212.4% | $96,544+146.1% | $71,457+232.5% |
| Participation rate | 98.6% | 74.4%+24.2pp | 76.0%+22.7pp | 67.9%+30.7pp |
| Annual return | 19.73% | 22.81%-3.1pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $12,605 | $2,244+461.7% | $2,965+325.1% | $2,588+387.1% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $4 | $2,707-99.8% | $8,252-99.9% | $1,587-99.7% |