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 4-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 | $84,978 | $59,263+43.4% | $96,562-12.0% | $79,386+7.0% |
| Participation rate | 95.9% | 61.9%+34.0pp | 69.8%+26.0pp | 70.7%+25.2pp |
| Annual return | 843.56% | 27.07%+816.5pp | 37.78%+805.8pp | 116.85%+726.7pp |
| Employer contribution / active EE | $9,051 | $1,216+644.5% | $2,356+284.1% | $2,427+272.8% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |