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 | $58,922 | $57,096+3.2% | $94,224-37.5% | $55,191+6.8% |
| Participation rate | 99.4% | 75.7%+23.7pp | 78.8%+20.6pp | 69.2%+30.2pp |
| Annual return | 2.62% | 159.65%-157.0pp | 10.68%-8.1pp | 10.78%-8.2pp |
| Employer contribution / active EE | $2,809 | $1,708+64.4% | $3,587-21.7% | $1,899+47.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |