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 | $133,010 | $78,672+69.1% | $109,143+21.9% | $85,850+54.9% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 11.88% | 25.09%-13.2pp | 25.75%-13.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,844 | $2,735+77.1% | $3,722+30.2% | $2,565+88.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |