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 | $86,626 | $46,360+86.9% | $147,614-41.3% | $52,331+65.5% |
| Participation rate | 97.1% | 64.9%+32.2pp | 84.6%+12.5pp | 68.1%+29.0pp |
| Annual return | 16.55% | 1.62%+14.9pp | 61.98%-45.4pp | 4.54%+12.0pp |
| Employer contribution / active EE | $10,702 | $2,126+403.3% | $5,564+92.3% | $1,882+468.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |