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 9-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 | $192,548 | $81,709+135.7% | $112,229+71.6% | - |
| Participation rate | 100.0% | 45.5%+54.5pp | 72.4%+27.6pp | - |
| Annual return | 6.90% | 6.32%+0.6pp | 30.20%-23.3pp | - |
| Employer contribution / active EE | $7,848 | $1,703+361.0% | $3,430+128.8% | - |
| Participant deferral / active EE | $0 | $2,305-100.0% | $4,798-100.0% | - |
| Admin fee / account holder | $0 | $7,785-100.0% | $7,748-100.0% | - |