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 | $175,288 | $88,982+97.0% | $102,438+71.1% | $77,671+125.7% |
| Participation rate | 78.4% | 80.9%-2.5pp | 76.5%+1.9pp | 70.6%+7.8pp |
| Annual return | 15.82% | 25.01%-9.2pp | 29.37%-13.5pp | 31.21%-15.4pp |
| Employer contribution / active EE | $2,991 | $2,698+10.9% | $3,024-1.1% | $2,726+9.7% |
| Participant deferral / active EE | $4,039 | $5,144-21.5% | $5,054-20.1% | $4,648-13.1% |
| Admin fee / account holder | $10 | $236-95.9% | $9,448-99.9% | $430-97.8% |