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 | $61,408 | $83,884-26.8% | $64,056-4.1% | $74,419-17.5% |
| Participation rate | 79.6% | 76.6%+3.0pp | 72.3%+7.3pp | 70.7%+8.8pp |
| Annual return | 15.69% | 16.57%-0.9pp | 33.69%-18.0pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,953 | $3,084-4.2% | $2,747+7.5% | $2,637+12.0% |
| Participant deferral / active EE | $4,493 | $3,692+21.7% | $3,880+15.8% | $4,528-0.8% |
| Admin fee / account holder | $2 | $196-99.1% | $3,068-99.9% | $348-99.5% |