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 | $19,096 | $49,808-61.7% | $95,745-80.1% | $74,419-74.3% |
| Participation rate | 99.7% | 66.6%+33.1pp | 72.3%+27.4pp | 70.7%+28.9pp |
| Annual return | 117.53% | 24.91%+92.6pp | 28.35%+89.2pp | 34.38%+83.2pp |
| Employer contribution / active EE | $8,038 | $1,639+390.4% | $2,835+183.6% | $2,637+204.8% |
| Participant deferral / active EE | $0 | $3,739-100.0% | $4,245-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $311-100.0% | $5,678-100.0% | $348-100.0% |