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 | $161,321 | $88,122+83.1% | $141,162+14.3% | $67,579+138.7% |
| Participation rate | 99.1% | 76.5%+22.7pp | 82.5%+16.7pp | 71.3%+27.9pp |
| Annual return | 23.73% | 75.40%-51.7pp | 71.39%-47.7pp | 378.56%-354.8pp |
| Employer contribution / active EE | $8,212 | $3,224+154.7% | $4,735+73.4% | $2,148+282.4% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |