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 | $212,303 | $55,371+283.4% | $95,585+122.1% | $74,304+185.7% |
| Participation rate | 99.2% | 53.8%+45.4pp | 72.1%+27.1pp | 60.3%+38.8pp |
| Annual return | 14.91% | 24.26%-9.3pp | 38.56%-23.6pp | 29.43%-14.5pp |
| Employer contribution / active EE | $9,486 | $1,437+560.0% | $2,527+275.4% | $2,241+323.2% |
| Participant deferral / active EE | $0 | $2,955-100.0% | $4,023-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,620-100.0% | $6,127-100.0% | $2,969-100.0% |