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 | $130,843 | $90,410+44.7% | $91,001+43.8% | $77,958+67.8% |
| Participation rate | 99.9% | 86.4%+13.5pp | 75.6%+24.3pp | 71.6%+28.3pp |
| Annual return | 18.21% | 21.34%-3.1pp | 4.60%+13.6pp | 20.87%-2.7pp |
| Employer contribution / active EE | $10,230 | $3,392+201.6% | $2,456+316.6% | $2,310+342.8% |
| Participant deferral / active EE | $0 | $4,816-100.0% | $3,547-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |