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 | $167,921 | $65,561+156.1% | $86,188+94.8% | $75,163+123.4% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 16.01% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,484 | $1,553+60.0% | $2,380+4.4% | $2,670-6.9% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $5,474-100.0% | $6,852-100.0% | $5,651-100.0% |