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 | $124,565 | $40,256+209.4% | $57,343+117.2% | $59,632+108.9% |
| Participation rate | 98.9% | 69.2%+29.8pp | 75.1%+23.9pp | 68.7%+30.3pp |
| Annual return | 2.93% | 27.49%-24.6pp | 24.39%-21.5pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $16,065 | $1,922+735.9% | $2,689+497.5% | $2,203+629.4% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |