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 | $120,088 | $92,971+29.2% | $96,683+24.2% | $74,419+61.4% |
| Participation rate | 97.9% | 71.5%+26.3pp | 74.3%+23.5pp | 70.7%+27.1pp |
| Annual return | 29.06% | 37.49%-8.4pp | 35.69%-6.6pp | 34.38%-5.3pp |
| Employer contribution / active EE | $34,417 | $3,426+904.7% | $3,737+821.1% | $2,637+1205.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |