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 | $196,554 | $58,926+233.6% | $97,226+102.2% | $74,495+163.8% |
| Participation rate | 98.8% | 63.5%+35.3pp | 72.7%+26.1pp | 67.2%+31.5pp |
| Annual return | 13.33% | 16.04%-2.7pp | 75.13%-61.8pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $9,479 | $1,894+400.4% | $2,729+247.4% | $2,623+261.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $4,264-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,974-100.0% | $5,654-100.0% | $1,942-100.0% |