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 | $232,888 | $77,660+199.9% | $109,143+113.4% | $79,386+193.4% |
| Participation rate | 97.0% | 67.8%+29.2pp | 75.9%+21.2pp | 70.7%+26.3pp |
| Annual return | 56.94% | 23.44%+33.5pp | 25.75%+31.2pp | 116.85%-59.9pp |
| Employer contribution / active EE | $4,323 | $2,797+54.5% | $3,722+16.1% | $2,427+78.1% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $732-99.9% | $6,752-100.0% | $626-99.9% |