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 | $146,318 | $56,485+159.0% | $185,823-21.3% | $86,799+68.6% |
| Participation rate | 97.2% | 65.5%+31.8pp | 81.7%+15.5pp | 72.3%+25.0pp |
| Annual return | 21.24% | 118.04%-96.8pp | 122.05%-100.8pp | 97.91%-76.7pp |
| Employer contribution / active EE | $8,487 | $1,843+360.5% | $5,167+64.2% | $2,405+252.8% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $150-100.0% | $16,237-100.0% | $170-100.0% |