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 | $136,371 | $100,923+35.1% | $150,045-9.1% | $74,304+83.5% |
| Participation rate | 99.6% | 70.1%+29.5pp | 82.3%+17.3pp | 60.3%+39.2pp |
| Annual return | 26.39% | 51.77%-25.4pp | 62.55%-36.2pp | 29.43%-3.0pp |
| Employer contribution / active EE | $5,733 | $3,463+65.5% | $4,693+22.2% | $2,241+155.8% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |