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 | $241,160 | $86,929+177.4% | $102,423+135.5% | $80,856+198.3% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 14.58% | 18.88%-4.3pp | 29.32%-14.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $16,406 | $2,369+592.4% | $3,023+442.6% | $2,755+495.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $8,049-100.0% | $9,451-100.0% | $6,918-100.0% |