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 | $58,785 | $87,733-33.0% | $106,548-44.8% | $85,850-31.5% |
| Participation rate | 98.9% | 71.9%+26.9pp | 76.1%+22.7pp | 69.3%+29.5pp |
| Annual return | 55.98% | 21.86%+34.1pp | 26.80%+29.2pp | 318.53%-262.6pp |
| Employer contribution / active EE | $8,117 | $2,073+291.6% | $2,819+188.0% | $2,565+216.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,407-100.0% | $6,260-100.0% |