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 | $217,878 | $71,142+206.3% | $119,609+82.2% | $64,808+236.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.3%+20.7pp | 71.5%+28.5pp |
| Annual return | 39.20% | -10.01%+49.2pp | -14.97%+54.2pp | 32.82%+6.4pp |
| Employer contribution / active EE | $4,904 | $2,497+96.3% | $4,232+15.9% | $2,506+95.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |