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 | $177,778 | $56,485+214.7% | $185,823-4.3% | $86,799+104.8% |
| Participation rate | 98.7% | 65.5%+33.2pp | 81.7%+17.0pp | 72.3%+26.4pp |
| Annual return | 26.14% | 118.04%-91.9pp | 122.05%-95.9pp | 97.91%-71.8pp |
| Employer contribution / active EE | $4,307 | $1,843+133.7% | $5,167-16.7% | $2,405+79.1% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |