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 | $146,125 | $82,978+76.1% | $129,995+12.4% | $71,457+104.5% |
| Participation rate | 95.9% | 74.1%+21.9pp | 78.5%+17.4pp | 67.9%+28.0pp |
| Annual return | 29.09% | 20.60%+8.5pp | -137.18%+166.3pp | 28.85%+0.2pp |
| Employer contribution / active EE | $12,123 | $2,622+362.4% | $4,320+180.6% | $2,588+368.5% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |