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 | $223,487 | $95,274+134.6% | $135,903+64.4% | $74,419+200.3% |
| Participation rate | 83.1% | 78.2%+4.9pp | 81.9%+1.2pp | 70.7%+12.4pp |
| Annual return | 24.91% | 32.77%-7.9pp | 68.23%-43.3pp | 34.38%-9.5pp |
| Employer contribution / active EE | $8,879 | $3,874+129.2% | $4,856+82.8% | $2,637+236.7% |
| Participant deferral / active EE | $18,120 | $7,782+132.9% | $7,758+133.6% | $4,528+300.2% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |