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 | $153,230 | $73,102+109.6% | $123,544+24.0% | $56,287+172.2% |
| Participation rate | 99.5% | 74.3%+25.2pp | 82.3%+17.2pp | 69.9%+29.6pp |
| Annual return | 17.66% | 3.01%+14.7pp | 119.20%-101.5pp | -9.96%+27.6pp |
| Employer contribution / active EE | $19,407 | $2,977+551.9% | $4,628+319.4% | $2,111+819.3% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.2% |