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 | $70,084 | $132,049-46.9% | $200,582-65.1% | $74,304-5.7% |
| Participation rate | 90.5% | 84.1%+6.4pp | 86.9%+3.6pp | 60.3%+30.1pp |
| Annual return | 17.88% | 22.22%-4.3pp | 42.33%-24.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $6,334 | $4,558+39.0% | $6,419-1.3% | $2,241+182.6% |
| Participant deferral / active EE | $7,261 | $7,213+0.7% | $9,331-22.2% | $3,767+92.7% |
| Admin fee / account holder | $19 | $2,405-99.2% | $16,305-99.9% | $2,969-99.4% |