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 | $173,575 | $80,177+116.5% | $123,892+40.1% | $57,658+201.0% |
| Participation rate | 99.8% | 74.4%+25.3pp | 81.4%+18.4pp | 70.2%+29.6pp |
| Annual return | 25.02% | 17.90%+7.1pp | 47.52%-22.5pp | 5.13%+19.9pp |
| Employer contribution / active EE | $3,599 | $2,913+23.6% | $4,617-22.0% | $1,974+82.3% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |