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 | $157,972 | $185,342-14.8% | $111,297+41.9% | $86,799+82.0% |
| Participation rate | 96.9% | 81.0%+16.0pp | 77.3%+19.6pp | 72.3%+24.7pp |
| Annual return | 41.24% | 500.80%-459.6pp | 54.65%-13.4pp | 97.91%-56.7pp |
| Employer contribution / active EE | $8,816 | $2,246+292.5% | $2,731+222.8% | $2,405+266.5% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-99.9% | $7,964-100.0% | $170-99.9% |