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 | $135,641 | $81,460+66.5% | $103,333+31.3% | $80,856+67.8% |
| Participation rate | 98.0% | 66.8%+31.2pp | 74.5%+23.5pp | 67.6%+30.4pp |
| Annual return | 113.77% | 25.55%+88.2pp | 24.88%+88.9pp | 35.59%+78.2pp |
| Employer contribution / active EE | $12,892 | $3,105+315.2% | $3,868+233.3% | $2,755+368.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |