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 | $138,945 | $134,045+3.7% | $80,019+73.6% | $75,289+84.5% |
| Participation rate | 99.5% | 85.8%+13.8pp | 75.8%+23.7pp | 72.4%+27.1pp |
| Annual return | 5.02% | -0.56%+5.6pp | 11.22%-6.2pp | -0.04%+5.1pp |
| Employer contribution / active EE | $9,813 | $3,492+181.0% | $2,468+297.6% | $2,405+308.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $6,521-100.0% | $102-100.0% |