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 4-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 | $148,776 | $82,917+79.4% | $103,333+44.0% | $77,643+91.6% |
| Participation rate | 98.0% | 71.6%+26.4pp | 74.5%+23.5pp | 70.6%+27.4pp |
| Annual return | 244.63% | 19.13%+225.5pp | 24.88%+219.8pp | 31.24%+213.4pp |
| Employer contribution / active EE | $10,640 | $3,552+199.6% | $3,868+175.1% | $2,726+290.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $4 | $638-99.3% | $8,355-100.0% | $430-99.0% |