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 3-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 | $87,204 | $96,486-9.6% | $153,485-43.2% | $77,643+12.3% |
| Participation rate | 98.5% | 81.6%+16.9pp | 77.1%+21.4pp | 70.6%+28.0pp |
| Annual return | 43.08% | 14.44%+28.6pp | 15.65%+27.4pp | 31.24%+11.8pp |
| Employer contribution / active EE | $23,311 | $5,224+346.2% | $5,039+362.7% | $2,726+755.2% |
| Participant deferral / active EE | $0 | $6,609-100.0% | $6,757-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $12,724-100.0% | $430-100.0% |