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 | $86,724 | $81,474+6.4% | $133,956-35.3% | $73,488+18.0% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.6pp |
| Annual return | 41.78% | 19.40%+22.4pp | 45.09%-3.3pp | 28.51%+13.3pp |
| Employer contribution / active EE | $4,459 | $2,209+101.8% | $3,919+13.8% | $2,270+96.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $713-99.1% | $8,927-99.9% | $513-98.8% |