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 | $89,291 | $65,557+36.2% | $64,056+39.4% | $71,457+25.0% |
| Participation rate | 93.9% | 73.2%+20.7pp | 72.3%+21.6pp | 67.9%+25.9pp |
| Annual return | 15.76% | 18.94%-3.2pp | 33.69%-17.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,025 | $2,669-24.1% | $2,747-26.3% | $2,588-21.7% |
| Participant deferral / active EE | $3,649 | $3,626+0.7% | $3,880-5.9% | $4,289-14.9% |
| Admin fee / account holder | $179 | $616-70.9% | $3,068-94.2% | $1,587-88.7% |