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 | $44,015 | $86,897-49.3% | $151,611-71.0% | $64,808-32.1% |
| Participation rate | 99.4% | 87.3%+12.1pp | 87.5%+11.9pp | 71.5%+27.9pp |
| Annual return | -8.29% | -3.57%-4.7pp | 3.33%-11.6pp | 32.82%-41.1pp |
| Employer contribution / active EE | $2,410 | $4,010-39.9% | $6,166-60.9% | $2,506-3.8% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |