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 | $212,231 | $130,267+62.9% | $145,661+45.7% | $102,872+106.3% |
| Participation rate | 98.9% | 83.3%+15.5pp | 77.2%+21.6pp | 73.0%+25.8pp |
| Annual return | 19.07% | 17.79%+1.3pp | 101.46%-82.4pp | 19.06%0pp |
| Employer contribution / active EE | $5,193 | $4,061+27.9% | $4,238+22.6% | $3,526+47.3% |
| Participant deferral / active EE | $0 | $6,550-100.0% | $7,198-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $12,466-100.0% | $292-100.0% |