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 | $94,055 | $35,485+165.1% | $74,550+26.2% | $55,725+68.8% |
| Participation rate | 98.4% | 62.5%+35.9pp | 69.1%+29.3pp | 70.9%+27.5pp |
| Annual return | 3.92% | 0.72%+3.2pp | 32.53%-28.6pp | 244.93%-241.0pp |
| Employer contribution / active EE | $8,687 | $777+1017.6% | $1,961+343.0% | $2,078+318.0% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |