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 | $94,068 | $82,202+14.4% | $125,339-24.9% | $64,808+45.1% |
| Participation rate | 97.1% | 77.9%+19.3pp | 82.4%+14.8pp | 71.5%+25.7pp |
| Annual return | 19.65% | 3.48%+16.2pp | 572.05%-552.4pp | 32.82%-13.2pp |
| Employer contribution / active EE | $10,505 | $3,615+190.6% | $4,814+118.2% | $2,506+319.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |