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 | $164,456 | $174,896-6.0% | $125,339+31.2% | - |
| Participation rate | 100.0% | 70.4%+29.6pp | 82.4%+17.6pp | - |
| Annual return | 3.58% | -12.90%+16.5pp | 572.05%-568.5pp | - |
| Employer contribution / active EE | $7,758 | $3,570+117.3% | $4,814+61.2% | - |
| Participant deferral / active EE | $0 | $6,354-100.0% | $7,446-100.0% | - |
| Admin fee / account holder | $0 | $56,117-100.0% | $10,010-100.0% | - |