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 | $93,333 | $37,196+150.9% | $154,107-39.4% | $55,725+67.5% |
| Participation rate | 98.7% | 64.1%+34.6pp | 83.0%+15.6pp | 70.9%+27.8pp |
| Annual return | 40.22% | 1319.68%-1279.5pp | 735.12%-694.9pp | 244.93%-204.7pp |
| Employer contribution / active EE | $8,413 | $1,614+421.2% | $5,298+58.8% | $2,078+304.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |