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 | $180,025 | $53,136+238.8% | $155,509+15.8% | $199,593-9.8% |
| Participation rate | 95.8% | 64.1%+31.7pp | 78.2%+17.6pp | 72.0%+23.8pp |
| Annual return | 31.07% | 41.15%-10.1pp | 64.67%-33.6pp | 34.25%-3.2pp |
| Employer contribution / active EE | $6,345 | $1,851+242.8% | $4,672+35.8% | $3,034+109.1% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $185-100.0% | $15,912-100.0% | $269-100.0% |