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 9-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 | $49,354 | $31,679+55.8% | $74,701-33.9% | $65,185-24.3% |
| Participation rate | 95.4% | 40.4%+55.1pp | 54.5%+41.0pp | 70.2%+25.2pp |
| Annual return | 37.72% | 39.04%-1.3pp | 752.92%-715.2pp | 29.38%+8.3pp |
| Employer contribution / active EE | $6,029 | $566+965.2% | $1,084+456.4% | $2,177+177.0% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,964-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $379-99.8% | $3,333-100.0% | $847-99.9% |