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 | $107,993 | $65,118+65.8% | $76,768+40.7% | $55,725+93.8% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.4pp | 70.9%+25.5pp |
| Annual return | 12.55% | -1.27%+13.8pp | 2.43%+10.1pp | 244.93%-232.4pp |
| Employer contribution / active EE | $5,837 | $1,941+200.7% | $2,485+134.9% | $2,078+180.9% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-99.9% | $6,675-100.0% | $115-99.9% |