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 | $107,373 | $60,545+77.3% | $92,233+16.4% | $69,631+54.2% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.5%+16.5pp | 70.7%+22.3pp |
| Annual return | 125.80% | 19.71%+106.1pp | 176.28%-50.5pp | 27571.02%-27445.2pp |
| Employer contribution / active EE | $2,245 | $2,633-14.8% | $3,679-39.0% | $2,032+10.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |