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 7-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 | $126,732 | $65,435+93.7% | $86,677+46.2% | $66,914+89.4% |
| Participation rate | 89.3% | 75.5%+13.9pp | 76.6%+12.7pp | 69.8%+19.5pp |
| Annual return | 30.73% | -10.89%+41.6pp | 35.91%-5.2pp | 1.58%+29.1pp |
| Employer contribution / active EE | $23,883 | $2,153+1009.2% | $2,836+742.0% | $2,544+838.7% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |