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 | $107,381 | $84,487+27.1% | $125,339-14.3% | $66,914+60.5% |
| Participation rate | 95.7% | 76.4%+19.2pp | 82.4%+13.3pp | 69.8%+25.8pp |
| Annual return | 41.02% | -8.39%+49.4pp | 572.05%-531.0pp | 1.58%+39.4pp |
| Employer contribution / active EE | $6,717 | $3,553+89.0% | $4,814+39.5% | $2,544+164.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |