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 | $146,831 | $65,376+124.6% | $87,100+68.6% | $65,185+125.3% |
| Participation rate | 99.6% | 75.3%+24.3pp | 76.9%+22.7pp | 70.2%+29.4pp |
| Annual return | 25.36% | 31.27%-5.9pp | 28.19%-2.8pp | 29.38%-4.0pp |
| Employer contribution / active EE | $12,146 | $1,822+566.5% | $2,521+381.7% | $2,177+458.0% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $520-99.8% | $7,497-100.0% | $847-99.9% |