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 | $126,704 | $82,978+52.7% | $129,995-2.5% | $71,457+77.3% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.0pp |
| Annual return | 27.90% | 20.60%+7.3pp | -137.18%+165.1pp | 28.85%-1.0pp |
| Employer contribution / active EE | $8,178 | $2,622+211.9% | $4,320+89.3% | $2,588+216.0% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $14 | $1,729-99.2% | $10,614-99.9% | $1,587-99.1% |