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 8-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 | $150,347 | $39,286+282.7% | $80,716+86.3% | $79,386+89.4% |
| Participation rate | 99.1% | 41.0%+58.1pp | 54.2%+44.9pp | 70.7%+28.4pp |
| Annual return | 76.57% | 98.95%-22.4pp | 87.28%-10.7pp | 116.85%-40.3pp |
| Employer contribution / active EE | $1,325 | $594+123.1% | $1,160+14.2% | $2,427-45.4% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $2,146-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $3,380-100.0% | $626-100.0% |