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 | $118,642 | $55,214+114.9% | $104,607+13.4% | $73,488+61.4% |
| Participation rate | 94.8% | 67.8%+27.0pp | 74.1%+20.7pp | 70.7%+24.1pp |
| Annual return | 72.72% | 24.79%+47.9pp | 340.46%-267.7pp | 28.51%+44.2pp |
| Employer contribution / active EE | $3,627 | $1,468+147.1% | $2,681+35.3% | $2,270+59.8% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $424-98.8% | $6,473-99.9% | $513-99.0% |