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 | $104,150 | $65,435+59.2% | $86,677+20.2% | $66,914+55.6% |
| Participation rate | 97.7% | 75.5%+22.3pp | 76.6%+21.2pp | 69.8%+27.9pp |
| Annual return | 79.65% | -10.89%+90.5pp | 35.91%+43.7pp | 1.58%+78.1pp |
| Employer contribution / active EE | $15,865 | $2,153+636.8% | $2,836+459.3% | $2,544+523.6% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |