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 | $90,030 | $106,028-15.1% | $146,958-38.7% | $77,643+16.0% |
| Participation rate | 89.6% | 78.4%+11.3pp | 82.2%+7.5pp | 70.6%+19.0pp |
| Annual return | 30.48% | 56.73%-26.3pp | 418.34%-387.9pp | 31.24%-0.8pp |
| Employer contribution / active EE | $11,341 | $4,063+179.1% | $4,933+129.9% | $2,726+316.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-99.9% | $12,998-100.0% | $430-100.0% |