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 9-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 | $56,367 | $81,537-30.9% | $149,718-62.4% | $69,631-19.0% |
| Participation rate | 93.4% | 86.1%+7.2pp | 87.1%+6.3pp | 70.7%+22.7pp |
| Annual return | 17.30% | 22.79%-5.5pp | 1501.63%-1484.3pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $1,175 | $3,239-63.7% | $5,445-78.4% | $2,032-42.2% |
| Participant deferral / active EE | $2,864 | $4,994-42.7% | $6,569-56.4% | $3,224-11.2% |
| Admin fee / account holder | $55 | $107-49.0% | $11,283-99.5% | $110-50.6% |