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 | $85,756 | $81,474+5.3% | $133,956-36.0% | $73,488+16.7% |
| Participation rate | 99.3% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.6pp |
| Annual return | 142.20% | 19.40%+122.8pp | 45.09%+97.1pp | 28.51%+113.7pp |
| Employer contribution / active EE | $5,943 | $2,209+169.0% | $3,919+51.7% | $2,270+161.8% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-99.9% | $8,927-100.0% | $513-99.9% |