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 | $49,416 | $61,058-19.1% | $71,209-30.6% | $85,563-42.2% |
| Participation rate | 98.7% | 58.6%+40.2pp | 73.8%+25.0pp | 66.0%+32.8pp |
| Annual return | 21.66% | 100.41%-78.7pp | 282.51%-260.8pp | 31.51%-9.9pp |
| Employer contribution / active EE | $4,547 | $2,199+106.8% | $2,721+67.1% | $2,654+71.4% |
| Participant deferral / active EE | $5,658 | $3,173+78.3% | $4,175+35.5% | $4,375+29.3% |
| Admin fee / account holder | $3 | $855-99.6% | $5,349-99.9% | $834-99.6% |