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 | $211,373 | $27,641+664.7% | $61,373+244.4% | $68,494+208.6% |
| Participation rate | 99.0% | 39.5%+59.5pp | 52.6%+46.4pp | 67.9%+31.1pp |
| Annual return | 53.52% | -13.24%+66.8pp | 338.61%-285.1pp | -7.84%+61.4pp |
| Employer contribution / active EE | $1,545 | $695+122.1% | $1,159+33.2% | $2,596-40.5% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |