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 7-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 | $36,722 | $110,483-66.8% | $145,433-74.7% | $79,634-53.9% |
| Participation rate | 91.6% | 71.1%+20.5pp | 82.1%+9.5pp | 62.5%+29.1pp |
| Annual return | 385.19% | 24.62%+360.6pp | 66.58%+318.6pp | 36.46%+348.7pp |
| Employer contribution / active EE | $899 | $4,053-77.8% | $4,554-80.3% | $2,529-64.4% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |