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 | $74,504 | $71,666+4.0% | $117,854-36.8% | $69,631+7.0% |
| Participation rate | 99.1% | 77.5%+21.6pp | 79.7%+19.5pp | 70.7%+28.4pp |
| Annual return | 21.18% | 18.86%+2.3pp | 335.08%-313.9pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $2,931 | $1,889+55.2% | $3,786-22.6% | $2,032+44.2% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $8,020-100.0% | $110-100.0% |