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 9-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 | $147,191 | $70,428+109.0% | $96,562+52.4% | $85,850+71.5% |
| Participation rate | 96.8% | 61.8%+35.0pp | 69.8%+27.0pp | 69.3%+27.5pp |
| Annual return | 15.34% | 18.59%-3.3pp | 37.78%-22.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $10,571 | $1,413+648.1% | $2,356+348.6% | $2,565+312.1% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $4,997-100.0% | $6,181-100.0% | $6,260-100.0% |