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 8-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 | $77,288 | $69,362+11.4% | $101,248-23.7% | $73,488+5.2% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.8%+23.5pp | 70.7%+28.6pp |
| Annual return | 35.10% | 18.46%+16.6pp | 46.47%-11.4pp | 28.51%+6.6pp |
| Employer contribution / active EE | $9,525 | $2,628+262.4% | $3,660+160.3% | $2,270+319.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |