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 | $104,814 | $61,156+71.4% | $185,823-43.6% | $79,386+32.0% |
| Participation rate | 94.6% | 66.6%+28.0pp | 81.7%+12.9pp | 70.7%+23.9pp |
| Annual return | 49.94% | 19.45%+30.5pp | 122.05%-72.1pp | 116.85%-66.9pp |
| Employer contribution / active EE | $4,464 | $2,321+92.4% | $5,167-13.6% | $2,427+83.9% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $710-100.0% | $16,237-100.0% | $626-100.0% |