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 | $45,618 | $70,667-35.4% | $123,104-62.9% | $52,331-12.8% |
| Participation rate | 81.5% | 83.7%-2.2pp | 86.8%-5.3pp | 68.1%+13.4pp |
| Annual return | 0.60% | 6.23%-5.6pp | 13.22%-12.6pp | 4.54%-3.9pp |
| Employer contribution / active EE | $2,075 | $2,946-29.6% | $5,151-59.7% | $1,882+10.2% |
| Participant deferral / active EE | $3,607 | $4,493-19.7% | $6,230-42.1% | $3,022+19.3% |
| Admin fee / account holder | $4 | $506-99.3% | $9,015-100.0% | $592-99.4% |