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 | $114,175 | $96,137+18.8% | $136,007-16.1% | $80,874+41.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 39.11% | 28.70%+10.4pp | 579.32%-540.2pp | 35.62%+3.5pp |
| Employer contribution / active EE | $4,590 | $3,350+37.0% | $4,215+8.9% | $2,756+66.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $7,024-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,236-100.0% | $6,858-100.0% | $6,935-100.0% |