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 | $149,135 | $106,028+40.7% | $146,958+1.5% | $77,643+92.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 16.60% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $12,622 | $4,063+210.7% | $4,933+155.9% | $2,726+363.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $337-99.8% | $12,998-100.0% | $430-99.9% |