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 | $159,382 | $88,890+79.3% | $102,423+55.6% | $77,643+105.3% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.4pp | 70.6%+29.3pp |
| Annual return | 26.72% | 24.98%+1.7pp | 29.32%-2.6pp | 31.24%-4.5pp |
| Employer contribution / active EE | $4,064 | $2,698+50.7% | $3,023+34.4% | $2,726+49.1% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |