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 | $76,618 | $55,125+39.0% | $109,895-30.3% | $86,799-11.7% |
| Participation rate | 99.0% | 70.1%+28.9pp | 74.2%+24.8pp | 72.3%+26.7pp |
| Annual return | 41.85% | 26.20%+15.7pp | 29.45%+12.4pp | 97.91%-56.1pp |
| Employer contribution / active EE | $9,399 | $1,558+503.3% | $2,842+230.7% | $2,405+290.8% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,048-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $6,066-100.0% | $170-100.0% |