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 | $140,631 | $62,543+124.9% | $83,333+68.8% | $55,725+152.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 77.8%+22.2pp | 70.9%+29.1pp |
| Annual return | 4.01% | 14.85%-10.8pp | 10.63%-6.6pp | 244.93%-240.9pp |
| Employer contribution / active EE | $2,967 | $2,427+22.2% | $3,379-12.2% | $2,078+42.8% |
| Participant deferral / active EE | $0 | $5,682-100.0% | $5,565-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,510-100.0% | $115-100.0% |