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 | $178,171 | $93,131+91.3% | $106,548+67.2% | $86,799+105.3% |
| Participation rate | 97.7% | 81.4%+16.3pp | 76.1%+21.6pp | 72.3%+25.5pp |
| Annual return | 42.47% | 19.45%+23.0pp | 26.80%+15.7pp | 97.91%-55.4pp |
| Employer contribution / active EE | $4,624 | $2,895+59.7% | $2,819+64.0% | $2,405+92.2% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |