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 | $171,943 | $81,908+109.9% | $90,749+89.5% | $64,808+165.3% |
| Participation rate | 98.8% | 80.5%+18.4pp | 75.7%+23.1pp | 71.5%+27.4pp |
| Annual return | 7.09% | -12.53%+19.6pp | -12.16%+19.3pp | 32.82%-25.7pp |
| Employer contribution / active EE | $4,636 | $3,065+51.2% | $2,921+58.7% | $2,506+85.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |