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 | $91,370 | $69,763+31.0% | $67,502+35.4% | $74,495+22.7% |
| Participation rate | 78.7% | 71.4%+7.3pp | 72.9%+5.8pp | 67.2%+11.5pp |
| Annual return | 13.97% | -40.34%+54.3pp | 3512.12%-3498.2pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $6,560 | $2,704+142.6% | $2,731+140.2% | $2,623+150.1% |
| Participant deferral / active EE | $2,660 | $3,636-26.8% | $4,000-33.5% | $4,346-38.8% |
| Admin fee / account holder | $185 | $896-79.3% | $3,998-95.4% | $1,942-90.4% |