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 | $147,726 | $71,666+106.1% | $117,854+25.3% | $69,631+112.2% |
| Participation rate | 98.6% | 77.5%+21.1pp | 79.7%+19.0pp | 70.7%+27.9pp |
| Annual return | 15.36% | 18.86%-3.5pp | 335.08%-319.7pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $5,820 | $1,889+208.1% | $3,786+53.7% | $2,032+186.4% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $120-99.9% | $8,020-100.0% | $110-99.9% |