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 | $110,800 | $82,279+34.7% | $77,999+42.1% | $63,975+73.2% |
| Participation rate | 99.6% | 84.7%+15.0pp | 75.5%+24.1pp | 71.1%+28.5pp |
| Annual return | 10.93% | 11.20%-0.3pp | 425.96%-415.0pp | 48.65%-37.7pp |
| Employer contribution / active EE | $10,516 | $3,297+219.0% | $2,470+325.8% | $2,182+382.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $5,480-100.0% | $70-100.0% |