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 | $83,292 | $73,638+13.1% | $95,952-13.2% | $73,488+13.3% |
| Participation rate | 97.2% | 76.2%+21.1pp | 77.1%+20.2pp | 70.7%+26.6pp |
| Annual return | 60.90% | 16.78%+44.1pp | 91.61%-30.7pp | 28.51%+32.4pp |
| Employer contribution / active EE | $14,325 | $1,863+668.9% | $2,541+463.8% | $2,270+531.0% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |