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 | $136,354 | $63,770+113.8% | $71,209+91.5% | $102,872+32.5% |
| Participation rate | 99.2% | 61.0%+38.2pp | 73.8%+25.4pp | 73.0%+26.2pp |
| Annual return | 47.00% | 16.01%+31.0pp | 282.51%-235.5pp | 19.06%+27.9pp |
| Employer contribution / active EE | $5,547 | $2,367+134.4% | $2,721+103.9% | $3,526+57.3% |
| Participant deferral / active EE | $0 | $3,587-100.0% | $4,175-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $220-100.0% | $5,349-100.0% | $292-100.0% |