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 | $38,669 | $37,393+3.4% | $77,024-49.8% | $66,914-42.2% |
| Participation rate | 91.8% | 52.9%+39.0pp | 67.9%+23.9pp | 69.8%+22.0pp |
| Annual return | 6.92% | -3.29%+10.2pp | 42.32%-35.4pp | 1.58%+5.3pp |
| Employer contribution / active EE | $4,193 | $1,531+173.9% | $2,812+49.1% | $2,544+64.8% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $567-99.9% | $5,425-100.0% | $593-99.9% |