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 | $182,519 | $98,982+84.4% | $162,163+12.6% | $65,185+180.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 24.37% | 24.84%-0.5pp | 115.59%-91.2pp | 29.38%-5.0pp |
| Employer contribution / active EE | $6,741 | $3,467+94.5% | $5,614+20.1% | $2,177+209.7% |
| Participant deferral / active EE | $7,157 | $5,384+32.9% | $7,298-1.9% | $3,514+103.7% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |