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 3-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 | $104,561 | $76,670+36.4% | $96,683+8.1% | $71,457+46.3% |
| Participation rate | 98.6% | 66.6%+32.1pp | 74.3%+24.3pp | 67.9%+30.7pp |
| Annual return | 0.00% | 48.29%-48.3pp | 35.69%-35.7pp | 28.85%-28.8pp |
| Employer contribution / active EE | $31,490 | $3,031+938.8% | $3,737+742.7% | $2,588+1117.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |