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 | $122,387 | $58,908+107.8% | $82,719+48.0% | - |
| Participation rate | 73.7% | 68.0%+5.8pp | 72.6%+1.2pp | - |
| Annual return | -13.63% | -8.97%-4.7pp | 701.18%-714.8pp | - |
| Employer contribution / active EE | $2,285 | $1,912+19.5% | $3,009-24.0% | - |
| Participant deferral / active EE | $4,954 | $2,996+65.4% | $4,395+12.7% | - |
| Admin fee / account holder | $0 | $4,022-100.0% | $5,329-100.0% | - |