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 | $110,493 | $64,119+72.3% | $112,228-1.5% | $66,914+65.1% |
| Participation rate | 99.1% | 68.5%+30.6pp | 75.1%+24.0pp | 69.8%+29.3pp |
| Annual return | 3.47% | -13.81%+17.3pp | 27.45%-24.0pp | 1.58%+1.9pp |
| Employer contribution / active EE | $7,839 | $3,005+160.8% | $3,635+115.7% | $2,544+208.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |