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 | $121,986 | $59,263+105.8% | $96,562+26.3% | $79,386+53.7% |
| Participation rate | 99.1% | 61.9%+37.2pp | 69.8%+29.3pp | 70.7%+28.4pp |
| Annual return | 51.62% | 27.07%+24.5pp | 37.78%+13.8pp | 116.85%-65.2pp |
| Employer contribution / active EE | $3,599 | $1,216+196.0% | $2,356+52.7% | $2,427+48.2% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $13 | $658-98.0% | $6,181-99.8% | $626-97.9% |