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 | $245,341 | $69,362+253.7% | $101,248+142.3% | $73,488+233.8% |
| Participation rate | 98.1% | 68.4%+29.7pp | 75.8%+22.3pp | 70.7%+27.4pp |
| Annual return | 14.10% | 18.46%-4.4pp | 46.47%-32.4pp | 28.51%-14.4pp |
| Employer contribution / active EE | $14,835 | $2,628+464.4% | $3,660+305.4% | $2,270+553.5% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |