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 | $234,757 | $82,917+183.1% | $103,333+127.2% | $77,643+202.4% |
| Participation rate | 99.7% | 71.6%+28.2pp | 74.5%+25.2pp | 70.6%+29.2pp |
| Annual return | 18.96% | 19.13%-0.2pp | 24.88%-5.9pp | 31.24%-12.3pp |
| Employer contribution / active EE | $6,531 | $3,552+83.9% | $3,868+68.9% | $2,726+139.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |