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 3-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 | $162,165 | $80,724+100.9% | $103,333+56.9% | $74,495+117.7% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 35.79% | 27.56%+8.2pp | 24.88%+10.9pp | 1364.94%-1329.2pp |
| Employer contribution / active EE | $31,494 | $3,157+897.5% | $3,868+714.3% | $2,623+1100.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |