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 | $14,296 | $42,901-66.7% | $91,220-84.3% | $64,808-77.9% |
| Participation rate | 88.1% | 68.1%+20.0pp | 73.2%+14.9pp | 71.5%+16.6pp |
| Annual return | -15.31% | -13.53%-1.8pp | 114.01%-129.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $2,542 | $1,571+61.8% | $2,850-10.8% | $2,506+1.4% |
| Participant deferral / active EE | $4,053 | $3,501+15.8% | $4,234-4.3% | $4,310-6.0% |
| Admin fee / account holder | $14 | $131-89.1% | $5,420-99.7% | $188-92.4% |