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 | $82,110 | $54,517+50.6% | $75,972+8.1% | $74,495+10.2% |
| Participation rate | 98.0% | 60.3%+37.7pp | 69.1%+29.0pp | 67.2%+30.8pp |
| Annual return | 22.87% | 31.82%-8.9pp | 359.55%-336.7pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $6,544 | $1,777+268.2% | $2,685+143.7% | $2,623+149.5% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $17 | $2,229-99.2% | $6,467-99.7% | $1,942-99.1% |