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 | $44,729 | $61,272-27.0% | $149,673-70.1% | $71,457-37.4% |
| Participation rate | 97.2% | 62.5%+34.7pp | 78.8%+18.5pp | 67.9%+29.3pp |
| Annual return | 18.41% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $2,752 | $2,378+15.7% | $4,818-42.9% | $2,588+6.4% |
| Participant deferral / active EE | $2,905 | $2,917-0.4% | $5,680-48.9% | $4,289-32.3% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |