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 | $72,616 | $52,467+38.4% | $57,179+27.0% | $55,167+31.6% |
| Participation rate | 99.1% | 75.8%+23.3pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | 4.94% | 7.72%-2.8pp | 14.59%-9.6pp | 169.23%-164.3pp |
| Employer contribution / active EE | $4,627 | $2,477+86.8% | $2,682+72.5% | $1,963+135.8% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $269-99.9% | $3,139-100.0% | $504-100.0% |