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 5-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 | $45,530 | $76,670-40.6% | $96,683-52.9% | $71,457-36.3% |
| Participation rate | 99.2% | 66.6%+32.6pp | 74.3%+24.9pp | 67.9%+31.3pp |
| Annual return | 117.14% | 48.29%+68.8pp | 35.69%+81.4pp | 28.85%+88.3pp |
| Employer contribution / active EE | $4,549 | $3,031+50.1% | $3,737+21.7% | $2,588+75.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |