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 | $203,165 | $57,384+254.0% | $106,387+91.0% | $56,287+260.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.5%+22.5pp | 69.9%+30.1pp |
| Annual return | 39.52% | 5.91%+33.6pp | 0.25%+39.3pp | -9.96%+49.5pp |
| Employer contribution / active EE | $11,784 | $2,348+401.9% | $3,520+234.8% | $2,111+458.2% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $5,421-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $7,510-100.0% | $521-100.0% |