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 | $224,376 | $84,487+165.6% | $125,339+79.0% | $66,914+235.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 12.63% | -8.39%+21.0pp | 572.05%-559.4pp | 1.58%+11.0pp |
| Employer contribution / active EE | $23,293 | $3,553+555.6% | $4,814+383.9% | $2,544+815.5% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $685-99.6% | $10,010-100.0% | $593-99.5% |