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 | $149,631 | $84,487+77.1% | $125,339+19.4% | $66,914+123.6% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.6pp | 69.8%+28.1pp |
| Annual return | -14.69% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $8,153 | $3,553+129.5% | $4,814+69.4% | $2,544+220.5% |
| Participant deferral / active EE | $3,851 | $6,781-43.2% | $7,446-48.3% | $4,237-9.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-99.9% |