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 | $58,444 | $229,191-74.5% | $109,895-46.8% | - |
| Participation rate | 100.0% | 68.8%+31.2pp | 74.2%+25.8pp | - |
| Annual return | 40.52% | 12.30%+28.2pp | 29.45%+11.1pp | - |
| Employer contribution / active EE | $5,475 | $2,220+146.6% | $2,842+92.6% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $4,048-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $6,066-100.0% | - |