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 | $222,050 | $64,119+246.3% | $112,228+97.9% | $66,914+231.8% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.1%+22.1pp | 69.8%+27.3pp |
| Annual return | 12.02% | -13.81%+25.8pp | 27.45%-15.4pp | 1.58%+10.4pp |
| Employer contribution / active EE | $12,019 | $3,005+299.9% | $3,635+230.7% | $2,544+372.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |