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 3-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 | $132,244 | $84,487+56.5% | $125,339+5.5% | $66,914+97.6% |
| Participation rate | 95.3% | 76.4%+18.9pp | 82.4%+12.9pp | 69.8%+25.5pp |
| Annual return | 511.78% | -8.39%+520.2pp | 572.05%-60.3pp | 1.58%+510.2pp |
| Employer contribution / active EE | $16,669 | $3,553+369.2% | $4,814+246.3% | $2,544+555.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $685-99.5% | $10,010-100.0% | $593-99.5% |