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 | $114,721 | $104,475+9.8% | $159,436-28.0% | $79,386+44.5% |
| Participation rate | 89.3% | 76.6%+12.7pp | 82.8%+6.5pp | 70.7%+18.6pp |
| Annual return | 17.85% | 67.95%-50.1pp | 263.57%-245.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $8,929 | $3,417+161.3% | $4,829+84.9% | $2,427+267.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |