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 | $86,929-46.4% | $102,423-54.5% | $80,856-42.4% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.6%+13.3pp |
| Annual return | 21.06% | 18.88%+2.2pp | 29.32%-8.3pp | 35.59%-14.5pp |
| Employer contribution / active EE | $1,749 | $2,369-26.2% | $3,023-42.2% | $2,755-36.5% |
| Participant deferral / active EE | $2,585 | $4,118-37.2% | $5,053-48.8% | $4,296-39.8% |
| Admin fee / account holder | $25 | $8,049-99.7% | $9,451-99.7% | $6,918-99.6% |