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 10-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 | $96,055 | $82,664+16.2% | $125,339-23.4% | $68,494+40.2% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+12.9pp | 67.9%+27.4pp |
| Annual return | 29.86% | -5.97%+35.8pp | 572.05%-542.2pp | -7.84%+37.7pp |
| Employer contribution / active EE | $9,706 | $3,381+187.1% | $4,814+101.6% | $2,596+273.8% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |