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 10-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 | $163,890 | $54,705+199.6% | $71,209+130.2% | $84,808+93.2% |
| Participation rate | 95.9% | 64.1%+31.8pp | 73.8%+22.1pp | 68.3%+27.6pp |
| Annual return | 18.56% | 35.90%-17.3pp | 282.51%-264.0pp | 40.90%-22.3pp |
| Employer contribution / active EE | $6,107 | $2,158+183.0% | $2,721+124.5% | $2,631+132.1% |
| Participant deferral / active EE | $9,307 | $3,030+207.1% | $4,175+122.9% | $4,212+121.0% |
| Admin fee / account holder | $21 | $4,863-99.6% | $5,349-99.6% | $7,344-99.7% |