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 8-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 | $137,928 | $34,677+297.8% | $77,024+79.1% | $64,808+112.8% |
| Participation rate | 97.1% | 49.8%+47.3pp | 67.9%+29.2pp | 71.5%+25.7pp |
| Annual return | 0.96% | -5.33%+6.3pp | 42.32%-41.4pp | 32.82%-31.9pp |
| Employer contribution / active EE | $16,291 | $1,370+1089.2% | $2,812+479.3% | $2,506+550.1% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |