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 | $137,446 | $65,435+110.0% | $86,677+58.6% | $66,914+105.4% |
| Participation rate | 89.9% | 75.5%+14.4pp | 76.6%+13.3pp | 69.8%+20.1pp |
| Annual return | 26.76% | -10.89%+37.6pp | 35.91%-9.2pp | 1.58%+25.2pp |
| Employer contribution / active EE | $6,003 | $2,153+178.8% | $2,836+111.6% | $2,544+135.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $11 | $642-98.3% | $7,493-99.9% | $593-98.2% |