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 | $37,789 | $105,181-64.1% | $159,436-76.3% | $85,850-56.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 26.19% | 45.07%-18.9pp | 263.57%-237.4pp | 318.53%-292.3pp |
| Employer contribution / active EE | $5,435 | $3,318+63.8% | $4,829+12.5% | $2,565+111.9% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $117 | $6,933-98.3% | $10,799-98.9% | $6,260-98.1% |