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 | $73,964 | $46,745+58.2% | $60,547+22.2% | $52,331+41.3% |
| Participation rate | 98.2% | 58.6%+39.6pp | 68.0%+30.2pp | 68.1%+30.1pp |
| Annual return | 33.02% | 0.61%+32.4pp | 335.64%-302.6pp | 4.54%+28.5pp |
| Employer contribution / active EE | $9,767 | $1,259+675.9% | $2,419+303.7% | $1,882+419.1% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,536-100.0% | $592-100.0% |