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 | $196,611 | $61,272+220.9% | $149,673+31.4% | $71,457+175.1% |
| Participation rate | 98.5% | 62.5%+36.0pp | 78.8%+19.7pp | 67.9%+30.6pp |
| Annual return | 21.76% | 35.85%-14.1pp | 134.42%-112.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $8,804 | $2,378+270.2% | $4,818+82.7% | $2,588+240.2% |
| Participant deferral / active EE | $6,957 | $2,917+138.5% | $5,680+22.5% | $4,289+62.2% |
| Admin fee / account holder | $21 | $1,261-98.3% | $13,210-99.8% | $1,587-98.7% |