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 | $123,500 | $86,655+42.5% | $119,609+3.3% | $66,914+84.6% |
| Participation rate | 98.1% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.3pp |
| Annual return | 9.98% | -8.00%+18.0pp | -14.97%+24.9pp | 1.58%+8.4pp |
| Employer contribution / active EE | $12,389 | $2,536+388.5% | $4,232+192.7% | $2,544+386.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |