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 6-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 | $155,117 | $86,225+79.9% | $146,665+5.8% | $86,799+78.7% |
| Participation rate | 99.2% | 78.0%+21.2pp | 80.1%+19.1pp | 72.3%+26.9pp |
| Annual return | 135.55% | 31.23%+104.3pp | 22.74%+112.8pp | 97.91%+37.6pp |
| Employer contribution / active EE | $9,113 | $2,392+281.0% | $4,136+120.3% | $2,405+278.9% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $195-99.4% | $10,280-100.0% | $170-99.3% |