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 | $183,203 | $65,557+179.5% | $105,738+73.3% | $56,287+225.5% |
| Participation rate | 98.9% | 63.4%+35.5pp | 76.3%+22.6pp | 69.9%+29.1pp |
| Annual return | 4.85% | -1.32%+6.2pp | 6.27%-1.4pp | -9.96%+14.8pp |
| Employer contribution / active EE | $14,009 | $1,788+683.4% | $3,268+328.6% | $2,111+563.6% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $561-99.9% | $6,913-100.0% | $521-99.9% |