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 | $87,605 | $30,086+191.2% | $61,373+42.7% | $64,808+35.2% |
| Participation rate | 99.0% | 36.4%+62.7pp | 52.6%+46.5pp | 71.5%+27.6pp |
| Annual return | -14.04% | -13.99%0pp | 338.61%-352.6pp | 32.82%-46.9pp |
| Employer contribution / active EE | $12,217 | $536+2178.4% | $1,159+953.7% | $2,506+387.5% |
| Participant deferral / active EE | $0 | $1,126-100.0% | $2,125-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $2,130-100.0% | $188-100.0% |