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 | $9,563 | $47,105-79.7% | $68,368-86.0% | $67,986-85.9% |
| Participation rate | 98.1% | 51.8%+46.3pp | 73.8%+24.3pp | 57.2%+40.9pp |
| Annual return | 13.37% | 48.37%-35.0pp | 292.57%-279.2pp | 31.67%-18.3pp |
| Employer contribution / active EE | $1,388 | $1,859-25.3% | $2,649-47.6% | $2,019-31.2% |
| Participant deferral / active EE | $968 | $2,374-59.2% | $4,123-76.5% | $3,358-71.2% |
| Admin fee / account holder | $12 | $2,435-99.5% | $5,150-99.8% | $3,203-99.6% |