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 | $109,856 | $46,360+137.0% | $147,614-25.6% | $52,331+109.9% |
| Participation rate | 93.9% | 64.9%+28.9pp | 84.6%+9.2pp | 68.1%+25.8pp |
| Annual return | -1.71% | 1.62%-3.3pp | 61.98%-63.7pp | 4.54%-6.3pp |
| Employer contribution / active EE | $8,032 | $2,126+277.8% | $5,564+44.3% | $1,882+326.9% |
| Participant deferral / active EE | $4,627 | $2,258+104.9% | $4,895-5.5% | $3,022+53.1% |
| Admin fee / account holder | $269 | $766-64.9% | $11,611-97.7% | $592-54.6% |