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 | $145,044 | $82,202+76.4% | $125,339+15.7% | $64,808+123.8% |
| Participation rate | 98.2% | 77.9%+20.4pp | 82.4%+15.9pp | 71.5%+26.8pp |
| Annual return | 11.71% | 3.48%+8.2pp | 572.05%-560.3pp | 32.82%-21.1pp |
| Employer contribution / active EE | $4,782 | $3,615+32.3% | $4,814-0.7% | $2,506+90.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |