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 | $158,162 | $65,061+143.1% | $143,757+10.0% | $66,914+136.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 36.26% | -11.14%+47.4pp | -0.04%+36.3pp | 1.58%+34.7pp |
| Employer contribution / active EE | $5,308 | $2,361+124.8% | $4,951+7.2% | $2,544+108.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $502-99.9% | $14,673-100.0% | $593-99.9% |