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 | $69,620 | $89,739-22.4% | $149,718-53.5% | $62,292+11.8% |
| Participation rate | 73.1% | 85.1%-12.0pp | 87.1%-13.9pp | 69.5%+3.6pp |
| Annual return | 21.09% | 21.01%+0.1pp | 1501.63%-1480.5pp | 28.90%-7.8pp |
| Employer contribution / active EE | $2,028 | $3,233-37.3% | $5,445-62.8% | $2,042-0.7% |
| Participant deferral / active EE | $3,959 | $4,797-17.5% | $6,569-39.7% | $3,169+24.9% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |