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 | $79,916 | $511,364-84.4% | $162,163-50.7% | - |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.6%+12.4pp | - |
| Annual return | 22.56% | 18.01%+4.5pp | 115.59%-93.0pp | - |
| Employer contribution / active EE | $5,986 | $2,842+110.6% | $5,614+6.6% | - |
| Participant deferral / active EE | $8,245 | $5,219+58.0% | $7,298+13.0% | - |
| Admin fee / account holder | $0 | $22,911-100.0% | $10,843-100.0% | - |