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 6-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 | $63,383 | $91,407-30.7% | $135,903-53.4% | $71,457-11.3% |
| Participation rate | 78.3% | 75.7%+2.6pp | 81.9%-3.6pp | 67.9%+10.4pp |
| Annual return | 19.98% | 29.90%-9.9pp | 68.23%-48.2pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,536 | $3,703-31.5% | $4,856-47.8% | $2,588-2.0% |
| Participant deferral / active EE | $5,326 | $7,092-24.9% | $7,758-31.3% | $4,289+24.2% |
| Admin fee / account holder | $253 | $1,266-80.0% | $10,762-97.6% | $1,587-84.1% |