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 9-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 | $60,588 | $58,726+3.2% | $92,233-34.3% | $62,292-2.7% |
| Participation rate | 99.5% | 68.3%+31.1pp | 76.5%+23.0pp | 69.5%+30.0pp |
| Annual return | 62.20% | 43.62%+18.6pp | 176.28%-114.1pp | 28.90%+33.3pp |
| Employer contribution / active EE | $12,448 | $2,392+420.4% | $3,679+238.3% | $2,042+509.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |