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 | $92,820 | $78,705+17.9% | $117,854-21.2% | $70,131+32.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.21% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $6,943 | $2,223+212.3% | $3,786+83.4% | $2,342+196.4% |
| Participant deferral / active EE | $5,354 | $3,297+62.4% | $4,482+19.5% | $3,332+60.7% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |