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 | $52,142 | $62,688-16.8% | $178,014-70.7% | $77,671-32.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 28.58% | 16.16%+12.4pp | 294.80%-266.2pp | 31.21%-2.6pp |
| Employer contribution / active EE | $19,266 | $1,912+907.8% | $3,950+387.7% | $2,726+606.6% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,276-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,362-100.0% | $430-100.0% |