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 | $140,112 | $32,425+332.1% | $74,583+87.9% | $55,167+154.0% |
| Participation rate | 100.0% | 54.0%+46.0pp | 68.1%+31.9pp | 69.0%+31.0pp |
| Annual return | 6.22% | 10.63%-4.4pp | 20.47%-14.2pp | 169.23%-163.0pp |
| Employer contribution / active EE | $8,018 | $1,043+668.4% | $2,525+217.5% | $1,963+308.6% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $246 | $748-67.1% | $4,138-94.1% | $504-51.2% |