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 | $146,636 | $92,090+59.2% | $106,201+38.1% | $77,671+88.8% |
| Participation rate | 99.3% | 81.0%+18.3pp | 75.3%+24.0pp | 70.6%+28.7pp |
| Annual return | 19.39% | 17.89%+1.5pp | 116.26%-96.9pp | 31.21%-11.8pp |
| Employer contribution / active EE | $13,287 | $3,368+294.5% | $3,170+319.2% | $2,726+387.3% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,012-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,039-100.0% | $430-100.0% |