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 | $94,573 | $72,770+30.0% | $67,652+39.8% | $55,191+71.4% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.1pp | 69.2%+30.6pp |
| Annual return | 3.40% | -3.26%+6.7pp | 6625.04%-6621.6pp | 10.78%-7.4pp |
| Employer contribution / active EE | $5,085 | $1,769+187.4% | $2,266+124.4% | $1,899+167.8% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |