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 | $54,009 | $73,867-26.9% | $143,757-62.4% | $68,494-21.1% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.4pp | 67.9%+15.9pp |
| Annual return | -9.88% | 1.01%-10.9pp | -0.04%-9.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $4,874 | $3,184+53.1% | $4,951-1.6% | $2,596+87.7% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |