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 | $115,543 | $79,171+45.9% | $102,423+12.8% | $74,495+55.1% |
| Participation rate | 99.1% | 74.8%+24.3pp | 76.5%+22.6pp | 67.2%+31.9pp |
| Annual return | 65.72% | 54.93%+10.8pp | 29.32%+36.4pp | 1364.94%-1299.2pp |
| Employer contribution / active EE | $13,216 | $2,362+459.4% | $3,023+337.1% | $2,623+403.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $2,001-99.9% | $9,451-100.0% | $1,942-99.9% |