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 | $201,591 | $74,927+169.0% | $101,794+98.0% | $84,808+137.7% |
| Participation rate | 99.0% | 61.4%+37.6pp | 69.2%+29.8pp | 68.3%+30.7pp |
| Annual return | 23.91% | 18.70%+5.2pp | 30.53%-6.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $5,155 | $1,522+238.7% | $2,289+125.2% | $2,631+95.9% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $6,514-100.0% | $8,777-100.0% | $7,344-100.0% |