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 | $136,865 | $59,107+131.6% | $86,436+58.3% | $68,494+99.8% |
| Participation rate | 97.1% | 75.2%+21.8pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | 37.95% | -0.23%+38.2pp | 4394.89%-4356.9pp | -7.84%+45.8pp |
| Employer contribution / active EE | $16,126 | $2,519+540.2% | $3,769+327.9% | $2,596+521.1% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |