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 | $105,702 | $69,159+52.8% | $125,175-15.6% | $67,579+56.4% |
| Participation rate | 99.5% | 78.2%+21.3pp | 79.8%+19.8pp | 71.3%+28.3pp |
| Annual return | 23.70% | 27.12%-3.4pp | 43.79%-20.1pp | 378.56%-354.9pp |
| Employer contribution / active EE | $3,166 | $2,023+56.5% | $3,865-18.1% | $2,148+47.4% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |