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 | $60,088 | $155,795-61.4% | $136,294-55.9% | $69,631-13.7% |
| Participation rate | 96.9% | 75.2%+21.6pp | 81.9%+14.9pp | 70.7%+26.2pp |
| Annual return | 30.75% | 232464.33%-232433.6pp | 5155.94%-5125.2pp | 27571.02%-27540.3pp |
| Employer contribution / active EE | $5,772 | $2,991+93.0% | $4,695+22.9% | $2,032+184.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |