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 | $41,560 | $81,908-49.3% | $90,749-54.2% | $64,808-35.9% |
| Participation rate | 99.0% | 80.5%+18.6pp | 75.7%+23.4pp | 71.5%+27.6pp |
| Annual return | -1.84% | -12.53%+10.7pp | -12.16%+10.3pp | 32.82%-34.7pp |
| Employer contribution / active EE | $2,931 | $3,065-4.4% | $2,921+0.4% | $2,506+17.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |