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 | $140,358 | $50,464+178.1% | $75,781+85.2% | $52,331+168.2% |
| Participation rate | 99.2% | 66.8%+32.4pp | 75.8%+23.4pp | 68.1%+31.1pp |
| Annual return | 26.90% | 1.03%+25.9pp | 9.68%+17.2pp | 4.54%+22.4pp |
| Employer contribution / active EE | $17,474 | $1,988+778.8% | $3,323+425.8% | $1,882+828.6% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $4 | $1,103-99.7% | $5,299-99.9% | $592-99.4% |