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 | $58,293 | $81,474-28.5% | $133,956-56.5% | $73,488-20.7% |
| Participation rate | 99.1% | 76.4%+22.7pp | 79.8%+19.2pp | 70.7%+28.4pp |
| Annual return | 93.58% | 19.40%+74.2pp | 45.09%+48.5pp | 28.51%+65.1pp |
| Employer contribution / active EE | $7,206 | $2,209+226.1% | $3,919+83.9% | $2,270+217.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |