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 8-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 | $156,297 | $40,385+287.0% | $80,569+94.0% | $74,419+110.0% |
| Participation rate | 98.3% | 47.4%+50.9pp | 67.0%+31.3pp | 70.7%+27.6pp |
| Annual return | 18.25% | 164.85%-146.6pp | 935.43%-917.2pp | 34.38%-16.1pp |
| Employer contribution / active EE | $16,295 | $1,496+989.1% | $2,723+498.3% | $2,637+517.8% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |