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 | $110,116 | $59,417+85.3% | $93,606+17.6% | $74,495+47.8% |
| Participation rate | 97.6% | 59.7%+37.9pp | 68.7%+28.8pp | 67.2%+30.4pp |
| Annual return | 20.99% | 81.83%-60.8pp | 133.20%-112.2pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $6,690 | $1,264+429.4% | $2,420+176.5% | $2,623+155.1% |
| Participant deferral / active EE | $0 | $3,050-100.0% | $4,411-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $3,021-100.0% | $8,285-100.0% | $1,942-100.0% |