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 | $44,156 | $56,443-21.8% | $83,848-47.3% | $55,725-20.8% |
| Participation rate | 96.4% | 72.0%+24.4pp | 76.1%+20.2pp | 70.9%+25.5pp |
| Annual return | 60.11% | 393.67%-333.6pp | 850.88%-790.8pp | 244.93%-184.8pp |
| Employer contribution / active EE | $4,038 | $2,682+50.6% | $3,631+11.2% | $2,078+94.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $156-98.9% | $5,478-100.0% | $115-98.5% |