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 | $110,133 | $48,064+129.1% | $78,778+39.8% | $69,631+58.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 70.7%+29.3pp |
| Annual return | 15.48% | 21.81%-6.3pp | 35.62%-20.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,799 | $744+276.5% | $1,986+41.0% | $2,032+37.8% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $9 | $152-94.1% | $5,134-99.8% | $110-91.9% |