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 8-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 | $37,500 | $63,114-40.6% | $92,893-59.6% | $65,185-42.5% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 50.66% | 28.75%+21.9pp | 109.41%-58.8pp | 29.38%+21.3pp |
| Employer contribution / active EE | $6,200 | $2,571+141.2% | $3,653+69.7% | $2,177+184.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |