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 | $56,669 | $44,960+26.0% | $84,966-33.3% | $74,495-23.9% |
| Participation rate | 95.7% | 49.4%+46.3pp | 67.5%+28.2pp | 67.2%+28.5pp |
| Annual return | 58.86% | 26.24%+32.6pp | 66.38%-7.5pp | 1364.94%-1306.1pp |
| Employer contribution / active EE | $4,077 | $1,457+179.8% | $2,727+49.5% | $2,623+55.4% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,209-100.0% | $6,149-100.0% | $1,942-100.0% |