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 | $111,242 | $79,519+39.9% | $95,952+15.9% | $73,409+51.5% |
| Participation rate | 98.6% | 81.2%+17.5pp | 77.1%+21.6pp | 72.2%+26.5pp |
| Annual return | 38.75% | 19.20%+19.5pp | 91.61%-52.9pp | 59.29%-20.5pp |
| Employer contribution / active EE | $4,384 | $2,048+114.1% | $2,541+72.5% | $2,234+96.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |