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 | $44,223 | $63,904-30.8% | $89,340-50.5% | $67,986-35.0% |
| Participation rate | 76.4% | 54.3%+22.1pp | 69.6%+6.8pp | 57.2%+19.2pp |
| Annual return | 12.76% | 18.09%-5.3pp | 20.57%-7.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,696 | $1,627+4.2% | $2,231-24.0% | $2,019-16.0% |
| Participant deferral / active EE | $3,699 | $2,691+37.5% | $3,823-3.2% | $3,358+10.2% |
| Admin fee / account holder | $30 | $3,315-99.1% | $6,704-99.6% | $3,203-99.1% |