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 | $156,588 | $58,264+168.8% | $86,612+80.8% | $71,457+119.1% |
| Participation rate | 99.0% | 65.0%+34.0pp | 71.7%+27.3pp | 67.9%+31.1pp |
| Annual return | 16.50% | 21.63%-5.1pp | 591.07%-574.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $9,809 | $2,574+281.1% | $3,022+224.6% | $2,588+279.1% |
| Participant deferral / active EE | $9,960 | $3,436+189.9% | $4,438+124.4% | $4,289+132.2% |
| Admin fee / account holder | $2 | $1,057-99.8% | $5,614-100.0% | $1,587-99.9% |