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 | $206,042 | $84,487+143.9% | $125,339+64.4% | $66,914+207.9% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -14.90% | -8.39%-6.5pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $10,216 | $3,553+187.5% | $4,814+112.2% | $2,544+301.5% |
| Participant deferral / active EE | $7,249 | $6,781+6.9% | $7,446-2.6% | $4,237+71.1% |
| Admin fee / account holder | $82 | $685-88.0% | $10,010-99.2% | $593-86.2% |