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 | $232,666 | $80,724+188.2% | $103,333+125.2% | $74,495+212.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 19.28% | 27.56%-8.3pp | 24.88%-5.6pp | 1364.94%-1345.7pp |
| Employer contribution / active EE | $8,389 | $3,157+165.7% | $3,868+116.9% | $2,623+219.8% |
| Participant deferral / active EE | $10,319 | $3,860+167.3% | $5,057+104.0% | $4,346+137.5% |
| Admin fee / account holder | $2 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |