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 | $60,684 | $48,064+26.3% | $78,778-23.0% | $69,631-12.8% |
| Participation rate | 97.5% | 61.6%+36.0pp | 69.2%+28.3pp | 70.7%+26.8pp |
| Annual return | 972.96% | 21.81%+951.1pp | 35.62%+937.3pp | 27571.02%-26598.1pp |
| Employer contribution / active EE | $5,397 | $744+625.9% | $1,986+171.8% | $2,032+165.6% |
| Participant deferral / active EE | $0 | $2,079-100.0% | $2,958-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $5,134-100.0% | $110-100.0% |