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 | $172,861 | $84,487+104.6% | $125,339+37.9% | $66,914+158.3% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.1pp | 69.8%+24.7pp |
| Annual return | -14.16% | -8.39%-5.8pp | 572.05%-586.2pp | 1.58%-15.7pp |
| Employer contribution / active EE | $7,766 | $3,553+118.6% | $4,814+61.3% | $2,544+205.3% |
| Participant deferral / active EE | $13,060 | $6,781+92.6% | $7,446+75.4% | $4,237+208.3% |
| Admin fee / account holder | $18 | $685-97.4% | $10,010-99.8% | $593-97.0% |