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 6-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 | $149,168 | $44,764+233.2% | $68,791+116.8% | $64,808+130.2% |
| Participation rate | 89.0% | 64.8%+24.2pp | 69.0%+19.9pp | 71.5%+17.5pp |
| Annual return | 10.44% | -10.91%+21.3pp | -6.38%+16.8pp | 32.82%-22.4pp |
| Employer contribution / active EE | $20,583 | $1,775+1059.4% | $2,655+675.2% | $2,506+721.4% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $151-99.9% | $4,932-100.0% | $188-99.9% |