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 | $121,389 | $69,763+74.0% | $67,502+79.8% | $74,495+62.9% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 15.57% | -40.34%+55.9pp | 3512.12%-3496.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $3,978 | $2,704+47.1% | $2,731+45.7% | $2,623+51.7% |
| Participant deferral / active EE | $2,954 | $3,636-18.8% | $4,000-26.2% | $4,346-32.0% |
| Admin fee / account holder | $186 | $896-79.2% | $3,998-95.3% | $1,942-90.4% |