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 | $168,993 | $86,286+95.9% | $111,297+51.8% | $85,850+96.8% |
| Participation rate | 99.0% | 73.3%+25.6pp | 77.3%+21.7pp | 69.3%+29.7pp |
| Annual return | 32.16% | 19.99%+12.2pp | 54.65%-22.5pp | 318.53%-286.4pp |
| Employer contribution / active EE | $937 | $2,043-54.1% | $2,731-65.7% | $2,565-63.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |