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 | $134,400 | $67,984+97.7% | $65,493+105.2% | $74,304+80.9% |
| Participation rate | 97.8% | 66.3%+31.5pp | 73.1%+24.8pp | 60.3%+37.5pp |
| Annual return | 15.13% | 19.87%-4.7pp | 982.45%-967.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $4,822 | $2,491+93.6% | $2,574+87.3% | $2,241+115.2% |
| Participant deferral / active EE | $6,084 | $3,346+81.8% | $3,961+53.6% | $3,767+61.5% |
| Admin fee / account holder | $17 | $1,373-98.7% | $5,028-99.7% | $2,969-99.4% |