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 | $185,118 | $79,013+134.3% | $100,391+84.4% | $74,495+148.5% |
| Participation rate | 96.6% | 79.5%+17.1pp | 81.5%+15.1pp | 67.2%+29.4pp |
| Annual return | 16.59% | 20.41%-3.8pp | 49.20%-32.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $10,943 | $3,021+262.2% | $3,942+177.6% | $2,623+317.2% |
| Participant deferral / active EE | $12,320 | $7,760+58.8% | $8,082+52.4% | $4,346+183.5% |
| Admin fee / account holder | $10 | $1,320-99.3% | $7,899-99.9% | $1,942-99.5% |