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 | $27,820 | $62,928-55.8% | $172,739-83.9% | $67,579-58.8% |
| Participation rate | 97.3% | 64.5%+32.8pp | 82.6%+14.7pp | 71.3%+26.0pp |
| Annual return | 18.54% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,490 | $2,145+16.1% | $5,198-52.1% | $3,539-29.7% |
| Admin fee / account holder | $5 | $167-96.9% | $13,954-100.0% | $142-96.3% |