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 | $143,566 | $79,519+80.5% | $95,952+49.6% | $73,409+95.6% |
| Participation rate | 94.9% | 81.2%+13.7pp | 77.1%+17.8pp | 72.2%+22.7pp |
| Annual return | 18.70% | 19.20%-0.5pp | 91.61%-72.9pp | 59.29%-40.6pp |
| Employer contribution / active EE | $31,824 | $2,048+1454.1% | $2,541+1152.4% | $2,234+1324.8% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |