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 | $139,358 | $45,031+209.5% | $84,966+64.0% | $77,643+79.5% |
| Participation rate | 97.9% | 48.7%+49.2pp | 67.5%+30.4pp | 70.6%+27.3pp |
| Annual return | 16.03% | 79.22%-63.2pp | 66.38%-50.4pp | 31.24%-15.2pp |
| Employer contribution / active EE | $11,700 | $1,609+627.0% | $2,727+329.0% | $2,726+329.2% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |