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 | $205,243 | $71,142+188.5% | $119,609+71.6% | $64,808+216.7% |
| Participation rate | 98.9% | 78.6%+20.3pp | 79.3%+19.6pp | 71.5%+27.4pp |
| Annual return | 30.61% | -10.01%+40.6pp | -14.97%+45.6pp | 32.82%-2.2pp |
| Employer contribution / active EE | $4,083 | $2,497+63.5% | $4,232-3.5% | $2,506+62.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |