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 | $241,282 | $95,880+151.7% | $107,525+124.4% | $85,563+182.0% |
| Participation rate | 98.2% | 70.1%+28.1pp | 75.1%+23.2pp | 66.0%+32.3pp |
| Annual return | 43.89% | 68.06%-24.2pp | 181.32%-137.4pp | 31.51%+12.4pp |
| Employer contribution / active EE | $15,360 | $3,812+302.9% | $3,754+309.2% | $2,654+478.8% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |