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 | $147,836 | $87,870+68.2% | $113,168+30.6% | $74,304+99.0% |
| Participation rate | 98.1% | 70.7%+27.3pp | 76.6%+21.5pp | 60.3%+37.7pp |
| Annual return | 55.18% | 26.44%+28.7pp | 24.27%+30.9pp | 29.43%+25.8pp |
| Employer contribution / active EE | $660 | $2,277-71.0% | $2,975-77.8% | $2,241-70.5% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |