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 8-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 | $102,401 | $66,302+54.4% | $110,238-7.1% | $56,287+81.9% |
| Participation rate | 91.8% | 74.9%+16.9pp | 79.8%+12.0pp | 69.9%+21.9pp |
| Annual return | 259.67% | -1.18%+260.8pp | 314.74%-55.1pp | -9.96%+269.6pp |
| Employer contribution / active EE | $24,755 | $2,047+1109.2% | $3,826+547.0% | $2,111+1072.7% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $698-99.6% | $8,547-100.0% | $521-99.4% |