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 | $171,215 | $44,642+283.5% | $91,220+87.7% | $66,914+155.9% |
| Participation rate | 99.5% | 64.9%+34.6pp | 73.2%+26.3pp | 69.8%+29.7pp |
| Annual return | 18.82% | -12.29%+31.1pp | 114.01%-95.2pp | 1.58%+17.2pp |
| Employer contribution / active EE | $8,303 | $1,706+386.5% | $2,850+191.3% | $2,544+226.3% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $4,234-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,420-100.0% | $593-100.0% |