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 | $88,745 | $54,392+63.2% | $84,750+4.7% | $63,975+38.7% |
| Participation rate | 97.6% | 76.9%+20.7pp | 76.6%+21.0pp | 71.1%+26.5pp |
| Annual return | 71.43% | 611.38%-539.9pp | 22.78%+48.6pp | 48.65%+22.8pp |
| Employer contribution / active EE | $7,040 | $2,943+139.2% | $3,574+97.0% | $2,182+222.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,332-100.0% | $70-100.0% |