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 | $210,259 | $91,746+129.2% | $146,665+43.4% | $93,030+126.0% |
| Participation rate | 98.5% | 80.9%+17.6pp | 80.1%+18.5pp | 73.9%+24.6pp |
| Annual return | 30.06% | 18.28%+11.8pp | 22.74%+7.3pp | 158.70%-128.6pp |
| Employer contribution / active EE | $12,018 | $2,815+327.0% | $4,136+190.6% | $2,706+344.2% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,280-100.0% | $152-100.0% |