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 | $50,257 | $56,317-10.8% | $71,209-29.4% | $74,304-32.4% |
| Participation rate | 99.3% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 88.00% | 42.83%+45.2pp | 282.51%-194.5pp | 29.43%+58.6pp |
| Employer contribution / active EE | $3,676 | $2,160+70.2% | $2,721+35.1% | $2,241+64.0% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,290-100.0% | $5,349-100.0% | $2,969-100.0% |