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 | $63,297 | $64,480-1.8% | $81,382-22.2% | $80,856-21.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.76% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $7,657 | $1,978+287.0% | $2,463+210.9% | $2,755+177.9% |
| Participant deferral / active EE | $4,595 | $3,094+48.5% | $3,883+18.3% | $4,296+7.0% |
| Admin fee / account holder | $163 | $5,671-97.1% | $5,768-97.2% | $6,918-97.6% |