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 | $154,676 | $72,254+114.1% | $86,677+78.5% | $64,808+138.7% |
| Participation rate | 98.8% | 80.4%+18.3pp | 76.6%+22.2pp | 71.5%+27.3pp |
| Annual return | 9.60% | 392.42%-382.8pp | 35.91%-26.3pp | 32.82%-23.2pp |
| Employer contribution / active EE | $9,007 | $2,393+276.4% | $2,836+217.6% | $2,506+259.5% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |