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 | $166,805 | $73,125+128.1% | $125,175+33.3% | $77,787+114.4% |
| Participation rate | 99.5% | 79.4%+20.1pp | 79.8%+19.8pp | 73.2%+26.3pp |
| Annual return | 27.63% | 24.71%+2.9pp | 43.79%-16.2pp | 32.57%-4.9pp |
| Employer contribution / active EE | $5,602 | $2,413+132.2% | $3,865+44.9% | $2,504+123.7% |
| Participant deferral / active EE | $0 | $3,966-100.0% | $4,937-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $89-99.9% | $9,702-100.0% | $100-99.9% |