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 | $140,441 | $85,135+65.0% | $98,907+42.0% | $73,409+91.3% |
| Participation rate | 97.7% | 81.1%+16.6pp | 76.0%+21.7pp | 72.2%+25.5pp |
| Annual return | 38.98% | 19.14%+19.8pp | 196.43%-157.4pp | 59.29%-20.3pp |
| Employer contribution / active EE | $4,825 | $2,721+77.3% | $2,689+79.4% | $2,234+116.0% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,642-100.0% | $158-100.0% |