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 | $197,462 | $78,483+151.6% | $106,201+85.9% | $74,546+164.9% |
| Participation rate | 96.0% | 72.8%+23.2pp | 75.3%+20.7pp | 67.2%+28.8pp |
| Annual return | 15.78% | 15.94%-0.2pp | 116.26%-100.5pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $4,855 | $2,522+92.5% | $3,170+53.2% | $2,624+85.0% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |