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 | $76,710 | $89,652-14.4% | $141,162-45.7% | $65,185+17.7% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.5%+16.4pp | 70.2%+28.7pp |
| Annual return | 49.39% | 32.79%+16.6pp | 71.39%-22.0pp | 29.38%+20.0pp |
| Employer contribution / active EE | $884 | $3,065-71.2% | $4,735-81.3% | $2,177-59.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-99.9% | $10,261-100.0% | $847-100.0% |