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 7-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 | $123,433 | $35,949+243.4% | $88,538+39.4% | $65,185+89.4% |
| Participation rate | 100.0% | 56.4%+43.6pp | 68.7%+31.3pp | 70.2%+29.8pp |
| Annual return | 0.00% | 47.52%-47.5pp | 43.64%-43.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $13,421 | $1,047+1182.0% | $2,098+539.6% | $2,177+516.6% |
| Participant deferral / active EE | $0 | $1,870-100.0% | $2,914-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $496-100.0% | $4,310-100.0% | $847-100.0% |