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 | $192,709 | $54,193+255.6% | $93,606+105.9% | $77,643+148.2% |
| Participation rate | 99.4% | 63.9%+35.5pp | 68.7%+30.7pp | 70.6%+28.8pp |
| Annual return | 13.41% | 30.54%-17.1pp | 133.20%-119.8pp | 31.24%-17.8pp |
| Employer contribution / active EE | $6,407 | $1,168+448.6% | $2,420+164.8% | $2,726+135.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |