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 | $79,998 | $49,451+61.8% | $79,550+0.6% | $66,914+19.6% |
| Participation rate | 98.2% | 61.3%+36.8pp | 69.5%+28.7pp | 69.8%+28.4pp |
| Annual return | 67.45% | 84.25%-16.8pp | 0.16%+67.3pp | 1.58%+65.9pp |
| Employer contribution / active EE | $7,688 | $1,266+507.4% | $2,413+218.6% | $2,544+202.2% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |