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 | $91,435 | $50,956+79.4% | $96,562-5.3% | $86,799+5.3% |
| Participation rate | 94.5% | 65.2%+29.3pp | 69.8%+24.7pp | 72.3%+22.2pp |
| Annual return | 39.99% | 21.27%+18.7pp | 37.78%+2.2pp | 97.91%-57.9pp |
| Employer contribution / active EE | $2,597 | $1,111+133.8% | $2,356+10.2% | $2,405+8.0% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |