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 | $169,415 | $72,254+134.5% | $86,677+95.5% | $64,808+161.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -3.87% | 392.42%-396.3pp | 35.91%-39.8pp | 32.82%-36.7pp |
| Employer contribution / active EE | $17,361 | $2,393+625.5% | $2,836+512.1% | $2,506+592.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $2 | $174-99.1% | $7,493-100.0% | $188-99.2% |