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 | $179,916 | $82,978+116.8% | $129,995+38.4% | $71,457+151.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 25.79% | 20.60%+5.2pp | -137.18%+163.0pp | 28.85%-3.1pp |
| Employer contribution / active EE | $17,089 | $2,622+551.9% | $4,320+295.6% | $2,588+560.4% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $5 | $1,729-99.7% | $10,614-100.0% | $1,587-99.7% |