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 | $133,493 | $91,517+45.9% | $101,248+31.8% | $73,409+81.8% |
| Participation rate | 99.1% | 73.8%+25.3pp | 75.8%+23.3pp | 72.2%+26.9pp |
| Annual return | 24.83% | 17.17%+7.7pp | 46.47%-21.6pp | 59.29%-34.5pp |
| Employer contribution / active EE | $5,344 | $2,877+85.8% | $3,660+46.0% | $2,234+139.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $2 | $216-99.3% | $5,945-100.0% | $158-99.0% |