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 4-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 | $65,122 | $79,428-18.0% | $106,548-38.9% | $79,386-18.0% |
| Participation rate | 98.5% | 74.1%+24.4pp | 76.1%+22.4pp | 70.7%+27.8pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $13,592 | $2,234+508.4% | $2,819+382.2% | $2,427+459.9% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $523-100.0% | $7,407-100.0% | $626-100.0% |