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 5-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 | $74,481 | $53,165+40.1% | $86,188-13.6% | $74,419+0.1% |
| Participation rate | 98.3% | 64.9%+33.4pp | 69.0%+29.3pp | 70.7%+27.6pp |
| Annual return | 79.18% | 22.64%+56.5pp | 1168.45%-1089.3pp | 34.38%+44.8pp |
| Employer contribution / active EE | $452 | $1,210-62.6% | $2,380-81.0% | $2,637-82.9% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |