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 | $186,151 | $79,428+134.4% | $106,548+74.7% | $79,386+134.5% |
| Participation rate | 99.2% | 74.1%+25.1pp | 76.1%+23.1pp | 70.7%+28.5pp |
| Annual return | 60.16% | 18.27%+41.9pp | 26.80%+33.4pp | 116.85%-56.7pp |
| Employer contribution / active EE | $16,158 | $2,234+623.3% | $2,819+473.2% | $2,427+565.6% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |