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 8-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 | $106,705 | $91,517+16.6% | $101,248+5.4% | $73,409+45.4% |
| Participation rate | 81.4% | 73.8%+7.7pp | 75.8%+5.6pp | 72.2%+9.3pp |
| Annual return | 19.83% | 17.17%+2.7pp | 46.47%-26.6pp | 59.29%-39.5pp |
| Employer contribution / active EE | $3,406 | $2,877+18.4% | $3,660-6.9% | $2,234+52.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-99.9% | $5,945-100.0% | $158-99.8% |