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 | $85,971 | $81,908+5.0% | $90,749-5.3% | $64,808+32.7% |
| Participation rate | 99.7% | 80.5%+19.2pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | 57.98% | -12.53%+70.5pp | -12.16%+70.1pp | 32.82%+25.2pp |
| Employer contribution / active EE | $9,080 | $3,065+196.2% | $2,921+210.9% | $2,506+262.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |