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 | $136,561 | $84,487+61.6% | $125,339+9.0% | $66,914+104.1% |
| Participation rate | 96.3% | 76.4%+19.9pp | 82.4%+13.9pp | 69.8%+26.5pp |
| Annual return | 17.35% | -8.39%+25.7pp | 572.05%-554.7pp | 1.58%+15.8pp |
| Employer contribution / active EE | $9,675 | $3,553+172.3% | $4,814+101.0% | $2,544+280.3% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $22 | $685-96.8% | $10,010-99.8% | $593-96.3% |