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 | $51,377 | $60,989-15.8% | $60,874-15.6% | $66,914-23.2% |
| Participation rate | 92.7% | 74.5%+18.2pp | 73.1%+19.6pp | 69.8%+22.9pp |
| Annual return | -11.00% | -9.60%-1.4pp | 16.90%-27.9pp | 1.58%-12.6pp |
| Employer contribution / active EE | $6,623 | $2,661+148.9% | $2,701+145.1% | $2,544+160.3% |
| Participant deferral / active EE | $2,307 | $3,615-36.2% | $3,817-39.5% | $4,237-45.5% |
| Admin fee / account holder | $21 | $338-93.8% | $3,224-99.3% | $593-96.4% |