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 | $50,552 | $79,523-36.4% | $140,016-63.9% | $56,287-10.2% |
| Participation rate | 88.5% | 85.7%+2.8pp | 87.5%+1.0pp | 69.9%+18.6pp |
| Annual return | -5.10% | 2.39%-7.5pp | 651.12%-656.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,954 | $3,350-41.7% | $5,606-65.1% | $2,111-7.4% |
| Participant deferral / active EE | $4,769 | $5,129-7.0% | $6,927-31.2% | $3,350+42.4% |
| Admin fee / account holder | $3 | $614-99.5% | $10,705-100.0% | $521-99.4% |