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 | $222,894 | $61,214+264.1% | $83,333+167.5% | $56,287+296.0% |
| Participation rate | 99.2% | 72.6%+26.6pp | 77.8%+21.4pp | 69.9%+29.3pp |
| Annual return | 178.43% | 0.42%+178.0pp | 10.63%+167.8pp | -9.96%+188.4pp |
| Employer contribution / active EE | $24,988 | $1,925+1197.8% | $3,379+639.6% | $2,111+1083.7% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |