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 | $88,177 | $201,594-56.3% | $101,248-12.9% | - |
| Participation rate | 100.0% | 64.6%+35.4pp | 75.8%+24.2pp | - |
| Annual return | 64.16% | 13.55%+50.6pp | 46.47%+17.7pp | - |
| Employer contribution / active EE | $5,935 | $2,288+159.4% | $3,660+62.2% | - |
| Participant deferral / active EE | $0 | $3,091-100.0% | $4,370-100.0% | - |
| Admin fee / account holder | $0 | $7,709-100.0% | $5,945-100.0% | - |