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 7-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 | $41,876 | $66,813-37.3% | $100,516-58.3% | $73,488-43.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.4%+20.6pp | 70.7%+29.3pp |
| Annual return | 883.88% | 25.70%+858.2pp | 30.89%+853.0pp | 28.51%+855.4pp |
| Employer contribution / active EE | $21,219 | $2,147+888.5% | $3,418+520.9% | $2,270+834.7% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $512-98.7% | $8,081-99.9% | $513-98.7% |