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 | $79,179 | $43,999+80.0% | $79,464-0.4% | $55,725+42.1% |
| Participation rate | 99.8% | 66.9%+32.9pp | 73.3%+26.5pp | 70.9%+29.0pp |
| Annual return | 206.63% | 1.81%+204.8pp | 718.14%-511.5pp | 244.93%-38.3pp |
| Employer contribution / active EE | $6,344 | $1,830+246.7% | $2,800+126.5% | $2,078+205.2% |
| Participant deferral / active EE | $0 | $2,538-100.0% | $3,704-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $5,113-100.0% | $115-100.0% |