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 | $137,691 | $54,517+152.6% | $75,972+81.2% | $74,495+84.8% |
| Participation rate | 92.5% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.3pp |
| Annual return | 48.41% | 31.82%+16.6pp | 359.55%-311.1pp | 1364.94%-1316.5pp |
| Employer contribution / active EE | $3,582 | $1,777+101.6% | $2,685+33.4% | $2,623+36.6% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |