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 | $153,439 | $34,677+342.5% | $77,024+99.2% | $64,808+136.8% |
| Participation rate | 100.0% | 49.8%+50.2pp | 67.9%+32.1pp | 71.5%+28.5pp |
| Annual return | 8.48% | -5.33%+13.8pp | 42.32%-33.8pp | 32.82%-24.3pp |
| Employer contribution / active EE | $8,814 | $1,370+543.4% | $2,812+213.4% | $2,506+251.7% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |