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 | $101,768 | $52,293+94.6% | $178,490-43.0% | $73,409+38.6% |
| Participation rate | 96.3% | 65.3%+31.0pp | 81.9%+14.4pp | 72.2%+24.1pp |
| Annual return | 14.27% | 34.75%-20.5pp | 151.07%-136.8pp | 59.29%-45.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $7,559 | $2,332+224.1% | $5,202+45.3% | $3,805+98.6% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |