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 | $230,708 | $84,000+174.7% | $119,609+92.9% | $77,904+196.1% |
| Participation rate | 98.4% | 77.8%+20.6pp | 79.3%+19.1pp | 73.7%+24.7pp |
| Annual return | 32.54% | -11.59%+44.1pp | -14.97%+47.5pp | 12.21%+20.3pp |
| Employer contribution / active EE | $16,316 | $2,907+461.2% | $4,232+285.5% | $2,848+473.0% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $5,602-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,323-100.0% | $133-100.0% |