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 | $37,157 | $105,181-64.7% | $159,436-76.7% | $85,850-56.7% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.8%+13.3pp | 69.3%+26.8pp |
| Annual return | 42.85% | 45.07%-2.2pp | 263.57%-220.7pp | 318.53%-275.7pp |
| Employer contribution / active EE | $20,278 | $3,318+511.1% | $4,829+319.9% | $2,565+690.6% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |