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 | $181,624 | $51,315+253.9% | $95,745+89.7% | $71,457+154.2% |
| Participation rate | 99.6% | 63.0%+36.6pp | 72.3%+27.3pp | 67.9%+31.7pp |
| Annual return | 17.12% | 25.26%-8.1pp | 28.35%-11.2pp | 28.85%-11.7pp |
| Employer contribution / active EE | $8,716 | $1,819+379.2% | $2,835+207.5% | $2,588+236.8% |
| Participant deferral / active EE | $0 | $3,358-100.0% | $4,245-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,137-100.0% | $5,678-100.0% | $1,587-100.0% |