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 9-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 | $53,893 | $72,607-25.8% | $90,749-40.6% | $66,914-19.5% |
| Participation rate | 91.8% | 73.7%+18.1pp | 75.7%+16.1pp | 69.8%+22.0pp |
| Annual return | 59.66% | -12.28%+71.9pp | -12.16%+71.8pp | 1.58%+58.1pp |
| Employer contribution / active EE | $2,622 | $2,369+10.7% | $2,921-10.2% | $2,544+3.1% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |