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 | $56,278 | $46,173+21.9% | $170,442-67.0% | $69,631-19.2% |
| Participation rate | 98.0% | 63.9%+34.1pp | 83.6%+14.4pp | 70.7%+27.3pp |
| Annual return | 13.50% | 21.62%-8.1pp | 205.93%-192.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $5,837 | $1,610+262.6% | $5,433+7.4% | $2,032+187.2% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $116-99.8% | $13,880-100.0% | $110-99.8% |