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 | $49,894 | $73,638-32.2% | $95,952-48.0% | $73,488-32.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 20.54% | 16.78%+3.8pp | 91.61%-71.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $1,151 | $1,863-38.2% | $2,541-54.7% | $2,270-49.3% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |