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 | $211,582 | $35,485+496.3% | $74,550+183.8% | $55,725+279.7% |
| Participation rate | 97.7% | 62.5%+35.1pp | 69.1%+28.5pp | 70.9%+26.8pp |
| Annual return | 2.25% | 0.72%+1.5pp | 32.53%-30.3pp | 244.93%-242.7pp |
| Employer contribution / active EE | $13,675 | $777+1659.2% | $1,961+597.4% | $2,078+558.0% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |