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 5-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 | $105,363 | $91,372+15.3% | $129,995-18.9% | $74,419+41.6% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.2pp |
| Annual return | 49.59% | 23.21%+26.4pp | -137.18%+186.8pp | 34.38%+15.2pp |
| Employer contribution / active EE | $4,569 | $2,563+78.2% | $4,320+5.8% | $2,637+73.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |