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 | $57,738 | $61,156-5.6% | $185,823-68.9% | $79,386-27.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.62% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $3,185 | $2,321+37.2% | $5,167-38.4% | $2,427+31.2% |
| Participant deferral / active EE | $4,055 | $2,789+45.4% | $5,568-27.2% | $4,046+0.2% |
| Admin fee / account holder | $9 | $710-98.7% | $16,237-99.9% | $626-98.5% |