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 7-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 | $135,512 | $93,182+45.4% | $146,665-7.6% | $79,386+70.7% |
| Participation rate | 98.5% | 76.4%+22.0pp | 80.1%+18.4pp | 70.7%+27.8pp |
| Annual return | 334.87% | 21.61%+313.3pp | 22.74%+312.1pp | 116.85%+218.0pp |
| Employer contribution / active EE | $21,944 | $2,420+806.9% | $4,136+430.5% | $2,427+804.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |