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 | $223,433 | $52,884+322.5% | $84,750+163.6% | $55,167+305.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 8.11% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $6,092 | $2,233+172.8% | $3,574+70.4% | $1,963+210.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $241 | $581-58.5% | $5,332-95.5% | $504-52.2% |