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 | $113,610 | $60,396+88.1% | $83,848+35.5% | $75,289+50.9% |
| Participation rate | 99.0% | 80.7%+18.2pp | 76.1%+22.8pp | 72.4%+26.6pp |
| Annual return | 5.57% | 3.84%+1.7pp | 850.88%-845.3pp | -0.04%+5.6pp |
| Employer contribution / active EE | $6,683 | $3,343+99.9% | $3,631+84.1% | $2,405+177.9% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |