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 5-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 | $115,490 | $49,451+133.5% | $79,550+45.2% | $66,914+72.6% |
| Participation rate | 94.4% | 61.3%+33.1pp | 69.5%+25.0pp | 69.8%+24.6pp |
| Annual return | 8.51% | 84.25%-75.7pp | 0.16%+8.3pp | 1.58%+6.9pp |
| Employer contribution / active EE | $7,787 | $1,266+515.3% | $2,413+222.7% | $2,544+206.1% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9 | $595-98.4% | $6,832-99.9% | $593-98.4% |