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 | $49,970 | $57,921-13.7% | $84,750-41.0% | $57,658-13.3% |
| Participation rate | 94.4% | 72.9%+21.5pp | 76.6%+17.9pp | 70.2%+24.2pp |
| Annual return | 109.88% | 10.24%+99.6pp | 22.78%+87.1pp | 5.13%+104.7pp |
| Employer contribution / active EE | $2,392 | $2,598-8.0% | $3,574-33.1% | $1,974+21.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $5,332-100.0% | $95-100.0% |