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 | $51,774 | $65,292-20.7% | $71,671-27.8% | $77,958-33.6% |
| Participation rate | 98.1% | 67.4%+30.7pp | 68.7%+29.4pp | 71.6%+26.5pp |
| Annual return | 50.63% | 21.25%+29.4pp | 20.65%+30.0pp | 20.87%+29.8pp |
| Employer contribution / active EE | $2,022 | $2,085-3.0% | $2,460-17.8% | $2,310-12.5% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |