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 | $180,787 | $79,519+127.4% | $95,952+88.4% | $73,409+146.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 22.42% | 19.20%+3.2pp | 91.61%-69.2pp | 59.29%-36.9pp |
| Employer contribution / active EE | $13,942 | $2,048+580.8% | $2,541+448.7% | $2,234+524.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $184-98.7% | $6,795-100.0% | $158-98.4% |