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 | $87,137 | $46,297+88.2% | $71,671+21.6% | $62,292+39.9% |
| Participation rate | 99.0% | 60.6%+38.3pp | 68.7%+30.2pp | 69.5%+29.5pp |
| Annual return | 35.16% | 22.32%+12.8pp | 20.65%+14.5pp | 28.90%+6.3pp |
| Employer contribution / active EE | $7,838 | $1,412+455.2% | $2,460+218.6% | $2,042+283.8% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |