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 | $202,407 | $229,191-11.7% | $86,874+133.0% | - |
| Participation rate | 100.0% | 68.8%+31.2pp | 71.6%+28.4pp | - |
| Annual return | 47.21% | 12.30%+34.9pp | 63.52%-16.3pp | - |
| Employer contribution / active EE | $1,596 | $2,220-28.1% | $2,495-36.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $3,699-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $5,828-100.0% | - |