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 | $119,404 | $66,302+80.1% | $110,238+8.3% | $56,287+112.1% |
| Participation rate | 99.3% | 74.9%+24.4pp | 79.8%+19.5pp | 69.9%+29.4pp |
| Annual return | 6.22% | -1.18%+7.4pp | 314.74%-308.5pp | -9.96%+16.2pp |
| Employer contribution / active EE | $35,835 | $2,047+1650.4% | $3,826+836.5% | $2,111+1597.5% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $2 | $698-99.8% | $8,547-100.0% | $521-99.7% |