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 | $83,666 | $93,182-10.2% | $146,665-43.0% | $79,386+5.4% |
| Participation rate | 95.8% | 76.4%+19.3pp | 80.1%+15.7pp | 70.7%+25.1pp |
| Annual return | 1058.82% | 21.61%+1037.2pp | 22.74%+1036.1pp | 116.85%+942.0pp |
| Employer contribution / active EE | $16,124 | $2,420+566.4% | $4,136+289.8% | $2,427+564.2% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |