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 | $203,518 | $55,472+266.9% | $155,567+30.8% | $74,546+173.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.20% | 268.72%-253.5pp | 64.74%-49.5pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $10,432 | $2,269+359.8% | $4,674+123.2% | $2,624+297.5% |
| Participant deferral / active EE | $7,365 | $2,838+159.5% | $5,628+30.9% | $4,347+69.4% |
| Admin fee / account holder | $1 | $1,743-99.9% | $15,916-100.0% | $1,944-99.9% |