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 | $103,509 | $55,331+87.1% | $81,812+26.5% | $199,593-48.1% |
| Participation rate | 99.2% | 62.5%+36.7pp | 72.3%+26.9pp | 72.0%+27.2pp |
| Annual return | 77.46% | 19.59%+57.9pp | 773.79%-696.3pp | 34.25%+43.2pp |
| Employer contribution / active EE | $2,971 | $2,101+41.4% | $2,912+2.0% | $3,034-2.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $346-100.0% | $7,386-100.0% | $269-100.0% |