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 | $139,046 | $88,083+57.9% | $164,813-15.6% | $74,495+86.7% |
| Participation rate | 95.9% | 73.0%+22.9pp | 78.6%+17.3pp | 67.2%+28.7pp |
| Annual return | 11.70% | 17.26%-5.6pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $8,141 | $2,593+213.9% | $4,341+87.5% | $2,623+210.4% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |