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 | $166,918 | $72,254+131.0% | $86,677+92.6% | $64,808+157.6% |
| Participation rate | 99.8% | 80.4%+19.4pp | 76.6%+23.2pp | 71.5%+28.3pp |
| Annual return | 34.02% | 392.42%-358.4pp | 35.91%-1.9pp | 32.82%+1.2pp |
| Employer contribution / active EE | $10,158 | $2,393+324.5% | $2,836+258.1% | $2,506+305.4% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-99.7% | $7,493-100.0% | $188-99.8% |