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 | $62,624-16.7% | $177,989-70.7% | $77,643-32.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 28.58% | 16.16%+12.4pp | 294.48%-265.9pp | 31.24%-2.7pp |
| Employer contribution / active EE | $19,266 | $1,909+909.2% | $3,949+387.9% | $2,726+606.8% |
| Participant deferral / active EE | $0 | $4,219-100.0% | $6,276-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $386-100.0% | $10,363-100.0% | $430-100.0% |