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 8-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 | $220,215 | $46,292+375.7% | $143,757+53.2% | $64,808+239.8% |
| Participation rate | 99.3% | 64.2%+35.1pp | 80.3%+19.0pp | 71.5%+27.8pp |
| Annual return | 17.72% | -10.05%+27.8pp | -0.04%+17.8pp | 32.82%-15.1pp |
| Employer contribution / active EE | $3,768 | $1,910+97.3% | $4,951-23.9% | $2,506+50.4% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |