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 | $178,509 | $89,753+98.9% | $107,525+66.0% | $84,808+110.5% |
| Participation rate | 94.8% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.5pp |
| Annual return | 38.78% | 29.48%+9.3pp | 181.32%-142.5pp | 40.90%-2.1pp |
| Employer contribution / active EE | $11,336 | $3,113+264.1% | $3,754+202.0% | $2,631+330.9% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |