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 | $148,112 | $84,487+75.3% | $125,339+18.2% | $66,914+121.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.58% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,637 | $3,553+2.4% | $4,814-24.5% | $2,544+42.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $5 | $685-99.2% | $10,010-99.9% | $593-99.1% |