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 | $134,554 | $62,267+116.1% | $110,238+22.1% | $55,725+141.5% |
| Participation rate | 99.3% | 78.1%+21.1pp | 79.8%+19.4pp | 70.9%+28.4pp |
| Annual return | 77.29% | -1.07%+78.4pp | 314.74%-237.4pp | 244.93%-167.6pp |
| Employer contribution / active EE | $5,082 | $1,941+161.8% | $3,826+32.8% | $2,078+144.5% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |