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 | $100,418 | $65,908+52.4% | $81,812+22.7% | $77,643+29.3% |
| Participation rate | 91.7% | 65.8%+25.9pp | 72.3%+19.3pp | 70.6%+21.1pp |
| Annual return | 18.49% | 26.64%-8.2pp | 773.79%-755.3pp | 31.24%-12.7pp |
| Employer contribution / active EE | $6,856 | $2,370+189.2% | $2,912+135.4% | $2,726+151.5% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,319-100.0% | $4,647-100.0% |
| Admin fee / account holder | $30 | $526-94.2% | $7,386-99.6% | $430-92.9% |