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 9-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 | $46,603 | $86,922-46.4% | $102,438-54.5% | $80,874-42.4% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.3pp |
| Annual return | 21.06% | 18.90%+2.2pp | 29.37%-8.3pp | 35.62%-14.6pp |
| Employer contribution / active EE | $1,749 | $2,369-26.2% | $3,024-42.2% | $2,756-36.5% |
| Participant deferral / active EE | $2,585 | $4,119-37.2% | $5,054-48.9% | $4,297-39.8% |
| Admin fee / account holder | $25 | $8,050-99.7% | $9,448-99.7% | $6,935-99.6% |