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 | $164,439 | $42,353+288.3% | $79,550+106.7% | $64,808+153.7% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.5%+30.5pp | 71.5%+28.5pp |
| Annual return | 17.93% | -12.24%+30.2pp | 0.16%+17.8pp | 32.82%-14.9pp |
| Employer contribution / active EE | $7,692 | $1,181+551.6% | $2,413+218.8% | $2,506+207.0% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-99.8% | $6,832-100.0% | $188-99.8% |