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 | $125,271 | $35,366+254.2% | $90,645+38.2% | $75,289+66.4% |
| Participation rate | 99.8% | 57.3%+42.5pp | 74.0%+25.8pp | 72.4%+27.4pp |
| Annual return | 23.88% | -2.19%+26.1pp | 1.88%+22.0pp | -0.04%+23.9pp |
| Employer contribution / active EE | $8,160 | $916+790.8% | $2,532+222.3% | $2,405+239.3% |
| Participant deferral / active EE | $0 | $1,998-100.0% | $3,425-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $59-100.0% | $4,994-100.0% | $102-100.0% |