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 3-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 | $23,890 | $50,982-53.1% | $154,803-84.6% | $85,563-72.1% |
| Participation rate | 92.4% | 59.8%+32.6pp | 78.1%+14.3pp | 66.0%+26.4pp |
| Annual return | 108.43% | 30.35%+78.1pp | 58.88%+49.6pp | 31.51%+76.9pp |
| Employer contribution / active EE | $7,669 | $1,708+348.9% | $4,305+78.1% | $2,654+189.0% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $846-100.0% | $14,329-100.0% | $834-100.0% |