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 4-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 | $132,654 | $80,724+64.3% | $103,333+28.4% | $74,495+78.1% |
| Participation rate | 77.9% | 65.7%+12.2pp | 74.5%+3.4pp | 67.2%+10.7pp |
| Annual return | 18.27% | 27.56%-9.3pp | 24.88%-6.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $20,745 | $3,157+557.0% | $3,868+436.3% | $2,623+690.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |