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 4-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 | $136,211 | $58,320+133.6% | $86,436+57.6% | $66,914+103.6% |
| Participation rate | 98.2% | 78.6%+19.6pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | 147.07% | -9.71%+156.8pp | 4394.89%-4247.8pp | 1.58%+145.5pp |
| Employer contribution / active EE | $16,817 | $2,615+543.0% | $3,769+346.2% | $2,544+561.0% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,731-100.0% | $593-100.0% |