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 | $148,647 | $133,467+11.4% | $75,781+96.2% | - |
| Participation rate | 98.0% | 60.6%+37.4pp | 75.8%+22.2pp | - |
| Annual return | -1.29% | -2.40%+1.1pp | 9.68%-11.0pp | - |
| Employer contribution / active EE | $6,069 | $1,704+256.0% | $3,323+82.6% | - |
| Participant deferral / active EE | $0 | $2,196-100.0% | $3,651-100.0% | - |
| Admin fee / account holder | $0 | $9,890-100.0% | $5,299-100.0% | - |