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 | $174,509 | $59,402+193.8% | $93,654+86.3% | $74,546+134.1% |
| Participation rate | 99.0% | 59.7%+39.4pp | 68.7%+30.3pp | 67.2%+31.8pp |
| Annual return | 18.48% | 81.86%-63.4pp | 133.34%-114.9pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $4,854 | $1,265+283.8% | $2,421+100.5% | $2,624+85.0% |
| Participant deferral / active EE | $0 | $3,049-100.0% | $4,413-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $3,023-100.0% | $8,282-100.0% | $1,944-100.0% |