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 | $163,427 | $60,488+170.2% | $109,895+48.7% | $79,386+105.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 13.69% | 189.57%-175.9pp | 29.45%-15.8pp | 116.85%-103.2pp |
| Employer contribution / active EE | $9,396 | $1,649+469.8% | $2,842+230.5% | $2,427+287.1% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,048-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $605-100.0% | $6,066-100.0% | $626-100.0% |