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 | $249,950 | $86,655+188.4% | $119,609+109.0% | $66,914+273.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 16.48% | -8.00%+24.5pp | -14.97%+31.4pp | 1.58%+14.9pp |
| Employer contribution / active EE | $14,234 | $2,536+461.3% | $4,232+236.4% | $2,544+459.5% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $9 | $755-98.9% | $10,323-99.9% | $593-98.6% |