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 | $44,008 | $127,481-65.5% | $149,696-70.6% | $90,288-51.3% |
| Participation rate | 97.2% | 78.2%+19.0pp | 82.5%+14.8pp | 73.4%+23.9pp |
| Annual return | 16.76% | 57.78%-41.0pp | 276.60%-259.8pp | 53.97%-37.2pp |
| Employer contribution / active EE | $5,644 | $3,448+63.7% | $4,644+21.5% | $2,524+123.6% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $5 | $152-97.0% | $9,309-100.0% | $114-96.0% |