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 | $151,598 | $64,311+135.7% | $110,238+37.5% | $75,289+101.4% |
| Participation rate | 99.1% | 79.3%+19.9pp | 79.8%+19.3pp | 72.4%+26.7pp |
| Annual return | 14.94% | -1.74%+16.7pp | 314.74%-299.8pp | -0.04%+15.0pp |
| Employer contribution / active EE | $5,877 | $2,404+144.5% | $3,826+53.6% | $2,405+144.4% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $88-99.9% | $8,547-100.0% | $102-99.9% |