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 | $123,183 | $122,239+0.8% | $184,200-33.1% | $74,546+65.2% |
| Participation rate | 90.8% | 85.5%+5.3pp | 86.8%+3.9pp | 67.2%+23.6pp |
| Annual return | 21.11% | 19.95%+1.2pp | 28.80%-7.7pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $12,174 | $4,537+168.3% | $6,424+89.5% | $2,624+363.9% |
| Participant deferral / active EE | $17,866 | $7,139+150.3% | $9,132+95.6% | $4,347+311.0% |
| Admin fee / account holder | $2 | $1,260-99.8% | $13,907-100.0% | $1,944-99.9% |