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 | $82,200 | $59,328+38.6% | $118,925-30.9% | $73,488+11.9% |
| Participation rate | 89.9% | 62.3%+27.6pp | 75.4%+14.5pp | 70.7%+19.2pp |
| Annual return | 185.71% | 19.13%+166.6pp | 35.88%+149.8pp | 28.51%+157.2pp |
| Employer contribution / active EE | $4,507 | $1,803+149.9% | $3,263+38.1% | $2,270+98.5% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |