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 | $138,031 | $75,388+83.1% | $123,544+11.7% | $55,725+147.7% |
| Participation rate | 99.3% | 75.7%+23.7pp | 82.3%+17.1pp | 70.9%+28.5pp |
| Annual return | 8.74% | 4.48%+4.3pp | 119.20%-110.5pp | 244.93%-236.2pp |
| Employer contribution / active EE | $7,866 | $3,063+156.8% | $4,628+70.0% | $2,078+278.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |