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 | $135,765 | $78,275+73.4% | $109,143+24.4% | $86,799+56.4% |
| Participation rate | 98.0% | 73.8%+24.2pp | 75.9%+22.1pp | 72.3%+25.7pp |
| Annual return | 17.77% | 19.14%-1.4pp | 25.75%-8.0pp | 97.91%-80.1pp |
| Employer contribution / active EE | $9,192 | $3,105+196.0% | $3,722+147.0% | $2,405+282.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,752-100.0% | $170-100.0% |