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 | $25,697 | $71,883-64.3% | $86,677-70.4% | $68,494-62.5% |
| Participation rate | 73.7% | 72.2%+1.4pp | 76.6%-2.9pp | 67.9%+5.8pp |
| Annual return | -9.51% | 3.52%-13.0pp | 35.91%-45.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,583 | $2,173-27.1% | $2,836-44.2% | $2,596-39.0% |
| Participant deferral / active EE | $3,615 | $3,779-4.3% | $4,656-22.4% | $4,027-10.2% |
| Admin fee / account holder | $246 | $6,112-96.0% | $7,493-96.7% | $5,403-95.4% |