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 4-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 | $83,204 | $71,666+16.1% | $117,854-29.4% | $69,631+19.5% |
| Participation rate | 99.6% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 17.88% | 18.86%-1.0pp | 335.08%-317.2pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $5,681 | $1,889+200.7% | $3,786+50.0% | $2,032+179.5% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-99.9% | $8,020-100.0% | $110-99.9% |