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 | $228,396 | $25,014+813.1% | $69,647+227.9% | $80,856+182.5% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 15.46% | 19.07%-3.6pp | 100.48%-85.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $16,259 | $993+1537.3% | $1,712+849.4% | $2,755+490.2% |
| Participant deferral / active EE | $0 | $1,839-100.0% | $2,886-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $2,488-100.0% | $4,713-100.0% | $6,918-100.0% |