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 | $112,706 | $52,953+112.8% | $172,739-34.8% | $65,185+72.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 21.51% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.9pp |
| Employer contribution / active EE | $5,482 | $2,190+150.4% | $5,143+6.6% | $2,177+151.9% |
| Participant deferral / active EE | $2,488 | $2,471+0.7% | $5,198-52.1% | $3,514-29.2% |
| Admin fee / account holder | $9 | $472-98.0% | $13,954-99.9% | $847-98.9% |