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 | $48,686 | $76,670-36.5% | $96,683-49.6% | $71,457-31.9% |
| Participation rate | 93.8% | 66.6%+27.2pp | 74.3%+19.5pp | 67.9%+25.9pp |
| Annual return | 559.64% | 48.29%+511.3pp | 35.69%+523.9pp | 28.85%+530.8pp |
| Employer contribution / active EE | $8,272 | $3,031+172.9% | $3,737+121.4% | $2,588+219.7% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |