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 7-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 | $222,504 | $69,362+220.8% | $101,248+119.8% | $73,488+202.8% |
| Participation rate | 97.1% | 68.4%+28.7pp | 75.8%+21.3pp | 70.7%+26.4pp |
| Annual return | 31.34% | 18.46%+12.9pp | 46.47%-15.1pp | 28.51%+2.8pp |
| Employer contribution / active EE | $30,985 | $2,628+1078.9% | $3,660+746.7% | $2,270+1264.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,945-100.0% | $513-99.8% |