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 | $24,572 | $37,196-33.9% | $154,107-84.1% | $55,725-55.9% |
| Participation rate | 97.0% | 64.1%+32.9pp | 83.0%+14.0pp | 70.9%+26.1pp |
| Annual return | -4.44% | 1319.68%-1324.1pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,428 | $2,068+17.4% | $5,081-52.2% | $3,356-27.6% |
| Admin fee / account holder | $4 | $102-95.6% | $13,411-100.0% | $115-96.1% |